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 | $136,352 | $56,897+139.6% | $84,750+60.9% | $62,891+116.8% |
| Participation rate | 85.2% | 68.5%+16.6pp | 76.6%+8.6pp | 69.3%+15.9pp |
| Annual return | 11.23% | 6.30%+4.9pp | 22.78%-11.5pp | 20.14%-8.9pp |
| Employer contribution / active EE | $2,037 | $2,400-15.1% | $3,574-43.0% | $2,281-10.7% |
| Participant deferral / active EE | $8,064 | $2,709+197.7% | $3,712+117.3% | $3,203+151.8% |
| Admin fee / account holder | $721 | $3,581-79.9% | $5,332-86.5% | $4,296-83.2% |