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 9-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 | $112,932 | $63,764+77.1% | $81,930+37.8% | $79,858+41.4% |
| Participation rate | 77.5% | 67.5%+10.0pp | 72.0%+5.5pp | 69.6%+7.9pp |
| Annual return | 12.91% | 22.66%-9.7pp | 29.49%-16.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,881 | $1,795+4.8% | $4,310-56.4% | $2,471-23.9% |
| Participant deferral / active EE | $4,225 | $2,780+51.9% | $7,107-40.6% | $3,740+13.0% |
| Admin fee / account holder | $9,510 | $4,426+114.9% | $5,158+84.4% | $5,306+79.2% |