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 | $132,827 | $73,933+79.7% | $96,683+37.4% | $75,163+76.7% |
| Participation rate | 83.8% | 66.4%+17.4pp | 74.3%+9.4pp | 67.2%+16.6pp |
| Annual return | 17.99% | 26.70%-8.7pp | 35.69%-17.7pp | 160.62%-142.6pp |
| Employer contribution / active EE | $3,302 | $2,928+12.8% | $3,737-11.6% | $2,670+23.7% |
| Participant deferral / active EE | $6,339 | $3,659+73.3% | $4,878+30.0% | $4,125+53.7% |
| Admin fee / account holder | $11,646 | $5,216+123.3% | $6,730+73.1% | $5,651+106.1% |