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 | $97,170 | $72,012+34.9% | $185,823-47.7% | $79,858+21.7% |
| Participation rate | 85.3% | 65.8%+19.5pp | 78.0%+7.3pp | 69.6%+15.7pp |
| Annual return | 18.19% | 23.12%-4.9pp | 35.95%-17.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,748 | $1,965-11.0% | $4,087-57.2% | $2,471-29.2% |
| Participant deferral / active EE | $5,224 | $3,779+38.3% | $5,632-7.2% | $3,740+39.7% |
| Admin fee / account holder | $10,810 | $4,513+139.6% | $9,500+13.8% | $5,306+103.7% |