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 | $126,236 | $80,968+55.9% | $96,544+30.8% | $75,163+67.9% |
| Participation rate | 79.4% | 71.8%+7.6pp | 76.0%+3.5pp | 67.2%+12.2pp |
| Annual return | 14.51% | 27.06%-12.6pp | 25.84%-11.3pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,157 | $2,282-49.3% | $2,965-61.0% | $2,670-56.7% |
| Participant deferral / active EE | $4,583 | $3,928+16.7% | $4,851-5.5% | $4,125+11.1% |
| Admin fee / account holder | $17,847 | $6,724+165.4% | $8,252+116.3% | $5,651+215.8% |