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 | $142,570 | $101,724+40.2% | $164,813-13.5% | $80,856+76.3% |
| Participation rate | 80.7% | 71.8%+8.9pp | 78.6%+2.1pp | 67.6%+13.1pp |
| Annual return | 15.21% | 16.72%-1.5pp | 69.93%-54.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,422 | $2,953+15.9% | $4,341-21.2% | $2,755+24.2% |
| Participant deferral / active EE | $8,227 | $4,477+83.8% | $6,031+36.4% | $4,296+91.5% |
| Admin fee / account holder | $3,881 | $8,227-52.8% | $12,690-69.4% | $6,918-43.9% |