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 | $128,971 | $78,672+63.9% | $109,143+18.2% | $85,850+50.2% |
| Participation rate | 76.0% | 68.3%+7.7pp | 75.9%+0.1pp | 69.3%+6.7pp |
| Annual return | 14.45% | 25.09%-10.6pp | 25.75%-11.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,693 | $2,735-38.1% | $3,722-54.5% | $2,565-34.0% |
| Participant deferral / active EE | $7,994 | $3,467+130.6% | $4,653+71.8% | $3,952+102.3% |
| Admin fee / account holder | $13,628 | $5,469+149.2% | $6,752+101.8% | $6,260+117.7% |