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 | $122,133 | $58,851+107.5% | $115,157+6.1% | $72,985+67.3% |
| Participation rate | 75.0% | 65.5%+9.5pp | 75.9%-0.9pp | 69.5%+5.5pp |
| Annual return | 19.03% | 23.16%-4.1pp | 35.60%-16.6pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,761 | $1,798-2.1% | $3,179-44.6% | $2,440-27.8% |
| Participant deferral / active EE | $3,621 | $2,643+37.0% | $4,168-13.1% | $3,607+0.4% |
| Admin fee / account holder | $31,097 | $6,370+388.2% | $7,088+338.7% | $5,124+506.8% |