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 | $135,504 | $86,929+55.9% | $102,423+32.3% | $80,856+67.6% |
| Participation rate | 84.2% | 72.4%+11.8pp | 76.5%+7.7pp | 67.6%+16.6pp |
| Annual return | 11.23% | 18.88%-7.6pp | 29.32%-18.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $4,220 | $2,369+78.1% | $3,023+39.6% | $2,755+53.2% |
| Participant deferral / active EE | $6,250 | $4,118+51.7% | $5,053+23.7% | $4,296+45.5% |
| Admin fee / account holder | $21,455 | $8,049+166.6% | $9,451+127.0% | $6,918+210.1% |