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 | $138,491 | $101,724+36.1% | $164,813-16.0% | $80,856+71.3% |
| Participation rate | 76.5% | 71.8%+4.7pp | 78.6%-2.1pp | 67.6%+8.9pp |
| Annual return | 12.98% | 16.72%-3.7pp | 69.93%-57.0pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,360 | $2,953-20.1% | $4,341-45.6% | $2,755-14.3% |
| Participant deferral / active EE | $4,158 | $4,477-7.1% | $6,031-31.1% | $4,296-3.2% |
| Admin fee / account holder | $18,040 | $8,227+119.3% | $12,690+42.2% | $6,918+160.8% |