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 | $131,300 | $86,286+52.2% | $111,297+18.0% | $85,850+52.9% |
| Participation rate | 83.0% | 73.3%+9.6pp | 77.3%+5.6pp | 69.3%+13.6pp |
| Annual return | 19.63% | 19.99%-0.4pp | 54.65%-35.0pp | 318.53%-298.9pp |
| Employer contribution / active EE | $1,944 | $2,043-4.9% | $2,731-28.8% | $2,565-24.2% |
| Participant deferral / active EE | $6,883 | $3,641+89.1% | $4,487+53.4% | $3,952+74.2% |
| Admin fee / account holder | $1,892 | $8,188-76.9% | $7,964-76.2% | $6,260-69.8% |