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 | $138,630 | $80,673+71.8% | $101,326+36.8% | $84,808+63.5% |
| Participation rate | 97.2% | 77.8%+19.4pp | 81.5%+15.7pp | 68.3%+28.9pp |
| Annual return | 14.76% | 38.95%-24.2pp | 36.82%-22.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,291 | $6,840+50.4% | $7,994+28.7% | $4,212+144.3% |
| Admin fee / account holder | $12,961 | $12,784+1.4% | $11,185+15.9% | $7,344+76.5% |