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 | $132,453 | $95,803+38.3% | $113,168+17.0% | $84,808+56.2% |
| Participation rate | 81.3% | 72.9%+8.4pp | 76.6%+4.7pp | 68.3%+12.9pp |
| Annual return | 13.54% | 25.00%-11.5pp | 24.27%-10.7pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,247 | $2,360-4.8% | $2,975-24.5% | $2,631-14.6% |
| Participant deferral / active EE | $4,785 | $4,242+12.8% | $5,107-6.3% | $4,212+13.6% |
| Admin fee / account holder | $21,881 | $8,989+143.4% | $12,068+81.3% | $7,344+197.9% |