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 | $142,696 | $63,764+123.8% | $81,930+74.2% | $79,858+78.7% |
| Participation rate | 90.3% | 67.5%+22.8pp | 72.0%+18.3pp | 69.6%+20.7pp |
| Annual return | 14.78% | 22.66%-7.9pp | 29.49%-14.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,318 | $1,795-26.6% | $4,310-69.4% | $2,471-46.6% |
| Participant deferral / active EE | $4,900 | $2,780+76.2% | $7,107-31.0% | $3,740+31.0% |
| Admin fee / account holder | $783 | $4,426-82.3% | $5,158-84.8% | $5,306-85.2% |