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 | $125,295 | $68,719+82.3% | $91,541+36.9% | $84,808+47.7% |
| Participation rate | 75.9% | 64.5%+11.4pp | 69.8%+6.1pp | 68.3%+7.6pp |
| Annual return | 13.46% | 19.12%-5.7pp | 20.50%-7.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,246 | $1,920-35.1% | $2,505-50.3% | $2,631-52.7% |
| Participant deferral / active EE | $3,930 | $3,136+25.3% | $4,008-1.9% | $4,212-6.7% |
| Admin fee / account holder | $21,867 | $5,786+277.9% | $6,956+214.3% | $7,344+197.8% |