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 | $145,536 | $109,359+33.1% | $162,163-10.3% | $72,985+99.4% |
| Participation rate | 93.3% | 84.3%+9.1pp | 87.6%+5.8pp | 69.5%+23.8pp |
| Annual return | 21.85% | 25.46%-3.6pp | 115.59%-93.7pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,756 | $3,907-29.5% | $5,614-50.9% | $2,440+13.0% |
| Participant deferral / active EE | $8,639 | $5,481+57.6% | $7,298+18.4% | $3,607+139.5% |
| Admin fee / account holder | $9,050 | $7,972+13.5% | $10,843-16.5% | $5,124+76.6% |