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 | $126,757 | $101,724+24.6% | $164,813-23.1% | $80,856+56.8% |
| Participation rate | 86.5% | 71.8%+14.7pp | 78.6%+7.9pp | 67.6%+18.9pp |
| Annual return | 17.83% | 16.72%+1.1pp | 69.93%-52.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,051 | $2,953-30.5% | $4,341-52.7% | $2,755-25.5% |
| Participant deferral / active EE | $6,808 | $4,477+52.1% | $6,031+12.9% | $4,296+58.5% |
| Admin fee / account holder | $15,449 | $8,227+87.8% | $12,690+21.7% | $6,918+123.3% |