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 | $129,554 | $109,881+17.9% | $150,045-13.7% | $84,808+52.8% |
| Participation rate | 83.0% | 76.1%+6.9pp | 82.3%+0.7pp | 68.3%+14.7pp |
| Annual return | 15.40% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,065 | $3,561-42.0% | $4,693-56.0% | $2,631-21.5% |
| Participant deferral / active EE | $9,789 | $6,636+47.5% | $7,997+22.4% | $4,212+132.4% |
| Admin fee / account holder | $15,690 | $8,568+83.1% | $13,435+16.8% | $7,344+113.6% |