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 | $138,259 | $89,698+54.1% | $103,476+33.6% | $80,856+71.0% |
| Participation rate | 89.5% | 76.0%+13.5pp | 80.5%+9.0pp | 67.6%+21.8pp |
| Annual return | 13.84% | 22.78%-8.9pp | 23.90%-10.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,471 | $4,018-13.6% | $4,672-25.7% | $2,755+26.0% |
| Participant deferral / active EE | $11,702 | $5,456+114.5% | $6,623+76.7% | $4,296+172.4% |
| Admin fee / account holder | $4,518 | $6,768-33.2% | $9,413-52.0% | $6,918-34.7% |