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 | $122,141 | $72,277+69.0% | $101,248+20.6% | $79,858+52.9% |
| Participation rate | 73.0% | 68.5%+4.5pp | 75.8%-2.8pp | 69.6%+3.3pp |
| Annual return | 12.61% | 22.30%-9.7pp | 46.47%-33.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,246 | $2,692-16.6% | $3,660-38.6% | $2,471-9.1% |
| Participant deferral / active EE | $6,316 | $3,282+92.5% | $4,370+44.5% | $3,740+68.9% |
| Admin fee / account holder | $1,326 | $4,400-69.9% | $5,945-77.7% | $5,306-75.0% |