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 8-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 | $123,070 | $101,724+21.0% | $164,813-25.3% | $80,856+52.2% |
| Participation rate | 85.4% | 71.8%+13.6pp | 78.6%+6.8pp | 67.6%+17.8pp |
| Annual return | 14.77% | 16.72%-1.9pp | 69.93%-55.2pp | 35.59%-20.8pp |
| Employer contribution / active EE | $6,272 | $2,953+112.4% | $4,341+44.5% | $2,755+127.7% |
| Participant deferral / active EE | $15,870 | $4,477+254.4% | $6,031+163.1% | $4,296+269.4% |
| Admin fee / account holder | $18,622 | $8,227+126.3% | $12,690+46.7% | $6,918+169.2% |