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 | $136,996 | $73,933+85.3% | $96,683+41.7% | $75,163+82.3% |
| Participation rate | 96.6% | 66.4%+30.1pp | 74.3%+22.2pp | 67.2%+29.4pp |
| Annual return | 13.83% | 26.70%-12.9pp | 35.69%-21.9pp | 160.62%-146.8pp |
| Employer contribution / active EE | $3,725 | $2,928+27.2% | $3,737-0.3% | $2,670+39.5% |
| Participant deferral / active EE | $4,158 | $3,659+13.6% | $4,878-14.8% | $4,125+0.8% |
| Admin fee / account holder | $2,164 | $5,216-58.5% | $6,730-67.8% | $5,651-61.7% |