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 | $118,116 | $56,054+110.7% | $171,082-31.0% | $62,891+87.8% |
| Participation rate | 86.9% | 62.9%+24.0pp | 76.7%+10.2pp | 69.3%+17.6pp |
| Annual return | 9.65% | 22.52%-12.9pp | 32.56%-22.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $3,079 | $1,731+77.9% | $4,002-23.1% | $2,281+35.0% |
| Participant deferral / active EE | $5,762 | $3,158+82.5% | $4,797+20.1% | $3,203+79.9% |
| Admin fee / account holder | $4,342 | $3,647+19.1% | $8,520-49.0% | $4,296+1.1% |