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 | $139,161 | $109,413+27.2% | $156,263-10.9% | $84,808+64.1% |
| Participation rate | 82.8% | 72.7%+10.1pp | 78.9%+3.9pp | 68.3%+14.4pp |
| Annual return | 17.80% | 20.18%-2.4pp | 59.47%-41.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,591 | $2,907+23.5% | $4,333-17.1% | $2,631+36.5% |
| Participant deferral / active EE | $7,888 | $4,590+71.9% | $6,158+28.1% | $4,212+87.3% |
| Admin fee / account holder | $19,764 | $9,357+111.2% | $14,255+38.7% | $7,344+169.1% |