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 | $143,615 | $74,927+91.7% | $101,794+41.1% | $84,808+69.3% |
| Participation rate | 71.7% | 61.4%+10.3pp | 69.2%+2.5pp | 68.3%+3.4pp |
| Annual return | 13.83% | 18.70%-4.9pp | 30.53%-16.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,742 | $1,522+14.5% | $2,289-23.9% | $2,631-33.8% |
| Participant deferral / active EE | $6,909 | $3,099+122.9% | $4,084+69.2% | $4,212+64.1% |
| Admin fee / account holder | $25,722 | $6,514+294.9% | $8,777+193.1% | $7,344+250.3% |