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 | $131,274 | $67,606+94.2% | $82,313+59.5% | $70,131+87.2% |
| Participation rate | 87.2% | 72.8%+14.4pp | 76.9%+10.3pp | 69.5%+17.6pp |
| Annual return | 14.73% | 21.57%-6.8pp | 25.88%-11.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,145 | $1,755-34.7% | $2,428-52.8% | $2,342-51.1% |
| Participant deferral / active EE | $6,014 | $2,987+101.4% | $3,706+62.3% | $3,332+80.5% |
| Admin fee / account holder | $13,497 | $4,512+199.1% | $5,608+140.7% | $4,645+190.5% |