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 | $139,568 | $109,359+27.6% | $162,163-13.9% | $72,985+91.2% |
| Participation rate | 88.0% | 84.3%+3.7pp | 87.6%+0.4pp | 69.5%+18.5pp |
| Annual return | 26.94% | 25.46%+1.5pp | 115.59%-88.7pp | 81.00%-54.1pp |
| Employer contribution / active EE | $5,391 | $3,907+38.0% | $5,614-4.0% | $2,440+120.9% |
| Participant deferral / active EE | $5,375 | $5,481-1.9% | $7,298-26.4% | $3,607+49.0% |
| Admin fee / account holder | $8,063 | $7,972+1.1% | $10,843-25.6% | $5,124+57.3% |