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 | $137,099 | $66,402+106.5% | $109,895+24.8% | $85,850+59.7% |
| Participation rate | 77.6% | 63.9%+13.7pp | 74.2%+3.4pp | 69.3%+8.3pp |
| Annual return | 13.74% | 19.59%-5.9pp | 29.45%-15.7pp | 318.53%-304.8pp |
| Employer contribution / active EE | $2,986 | $1,687+77.0% | $2,842+5.1% | $2,565+16.4% |
| Participant deferral / active EE | $4,020 | $2,842+41.4% | $4,048-0.7% | $3,952+1.7% |
| Admin fee / account holder | $2,821 | $4,557-38.1% | $6,066-53.5% | $6,260-54.9% |