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 | $113,846 | $72,492+57.0% | $87,100+30.7% | $72,985+56.0% |
| Participation rate | 76.9% | 72.8%+4.1pp | 76.9%+0.1pp | 69.5%+7.4pp |
| Annual return | 17.96% | 24.46%-6.5pp | 28.19%-10.2pp | 81.00%-63.0pp |
| Employer contribution / active EE | $466 | $1,894-75.4% | $2,521-81.5% | $2,440-80.9% |
| Participant deferral / active EE | $3,959 | $3,270+21.1% | $4,049-2.2% | $3,607+9.7% |
| Admin fee / account holder | $23,434 | $5,055+363.6% | $7,497+212.6% | $5,124+357.3% |