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 | $129,850 | $64,480+101.4% | $81,382+59.6% | $80,856+60.6% |
| Participation rate | 77.1% | 63.9%+13.2pp | 69.5%+7.6pp | 67.6%+9.4pp |
| Annual return | 12.65% | 16.34%-3.7pp | 24.73%-12.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,724 | $3,094-44.3% | $3,883-55.6% | $4,296-59.9% |
| Admin fee / account holder | $24,801 | $5,671+337.3% | $5,768+329.9% | $6,918+258.5% |