See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,675 | $94,625+34.9% | $116,228+9.8% | $84,808+50.5% |
| Participation rate | 82.2% | 70.4%+11.8pp | 74.6%+7.7pp | 68.3%+13.9pp |
| Annual return | 19.18% | 20.40%-1.2pp | 90.06%-70.9pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,102 | $2,347-53.0% | $2,994-63.2% | $2,631-58.1% |
| Participant deferral / active EE | $7,828 | $3,972+97.1% | $4,953+58.0% | $4,212+85.9% |
| Admin fee / account holder | $22,383 | $10,091+121.8% | $11,989+86.7% | $7,344+204.8% |