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 | $141,893 | $80,717+75.8% | $154,803-8.3% | $84,808+67.3% |
| Participation rate | 90.3% | 66.8%+23.5pp | 78.1%+12.3pp | 68.3%+22.0pp |
| Annual return | 18.04% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,638 | $2,761+31.7% | $4,305-15.5% | $2,631+38.3% |
| Participant deferral / active EE | $15,737 | $3,303+376.4% | $5,540+184.0% | $4,212+273.7% |
| Admin fee / account holder | $9,866 | $6,746+46.3% | $14,329-31.1% | $7,344+34.3% |