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 | $133,615 | $61,280+118.0% | $69,780+91.5% | $84,808+57.6% |
| Participation rate | 91.7% | 73.6%+18.1pp | 79.3%+12.4pp | 68.3%+23.4pp |
| Annual return | 12.57% | 12.93%-0.4pp | 26.31%-13.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,122 | $3,577-12.7% | $4,168-25.1% | $2,631+18.7% |
| Participant deferral / active EE | $3,283 | $3,756-12.6% | $6,164-46.7% | $4,212-22.0% |
| Admin fee / account holder | $16,126 | $6,026+167.6% | $7,285+121.4% | $7,344+119.6% |