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 | $119,587 | $87,013+37.4% | $106,213+12.6% | $80,856+47.9% |
| Participation rate | 85.2% | 70.4%+14.7pp | 75.3%+9.9pp | 67.6%+17.5pp |
| Annual return | 13.12% | 17.05%-3.9pp | 116.14%-103.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,708 | $2,395+13.1% | $3,171-14.6% | $2,755-1.7% |
| Participant deferral / active EE | $2,432 | $3,986-39.0% | $5,016-51.5% | $4,296-43.4% |
| Admin fee / account holder | $8,395 | $8,431-0.4% | $11,033-23.9% | $6,918+21.4% |