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 | $123,026 | $95,803+28.4% | $113,168+8.7% | $84,808+45.1% |
| Participation rate | 86.1% | 72.9%+13.2pp | 76.6%+9.5pp | 68.3%+17.8pp |
| Annual return | 14.21% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,551 | $2,360-34.3% | $2,975-47.9% | $2,631-41.0% |
| Participant deferral / active EE | $8,242 | $4,242+94.3% | $5,107+61.4% | $4,212+95.7% |
| Admin fee / account holder | $30,301 | $8,989+237.1% | $12,068+151.1% | $7,344+312.6% |