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 | $140,934 | $95,803+47.1% | $113,168+24.5% | $84,808+66.2% |
| Participation rate | 82.9% | 72.9%+10.0pp | 76.6%+6.3pp | 68.3%+14.5pp |
| Annual return | 13.34% | 25.00%-11.7pp | 24.27%-10.9pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,486 | $2,360-37.0% | $2,975-50.0% | $2,631-43.5% |
| Participant deferral / active EE | $12,281 | $4,242+189.5% | $5,107+140.5% | $4,212+191.6% |
| Admin fee / account holder | $10,305 | $8,989+14.6% | $12,068-14.6% | $7,344+40.3% |