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 | $140,271 | $95,803+46.4% | $113,168+23.9% | $84,808+65.4% |
| Participation rate | 71.4% | 72.9%-1.4pp | 76.6%-5.1pp | 68.3%+3.1pp |
| Annual return | 13.02% | 25.00%-12.0pp | 24.27%-11.2pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,076 | $2,360+30.4% | $2,975+3.4% | $2,631+16.9% |
| Participant deferral / active EE | $7,637 | $4,242+80.0% | $5,107+49.6% | $4,212+81.3% |
| Admin fee / account holder | $24,094 | $8,989+168.0% | $12,068+99.7% | $7,344+228.1% |