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 | $139,188 | $109,413+27.2% | $156,263-10.9% | $84,808+64.1% |
| Participation rate | 98.7% | 72.7%+26.0pp | 78.9%+19.8pp | 68.3%+30.4pp |
| Annual return | 14.31% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,699 | $2,907-7.2% | $4,333-37.7% | $2,631+2.6% |
| Participant deferral / active EE | $5,456 | $4,590+18.9% | $6,158-11.4% | $4,212+29.5% |
| Admin fee / account holder | $33,706 | $9,357+260.2% | $14,255+136.5% | $7,344+359.0% |