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 | $124,844 | $87,841+42.1% | $133,980-6.8% | $62,891+98.5% |
| Participation rate | 80.9% | 83.4%-2.5pp | 87.1%-6.2pp | 69.3%+11.6pp |
| Annual return | 6.28% | 12.05%-5.8pp | 29.30%-23.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $5,882 | $3,483+68.9% | $5,211+12.9% | $2,281+157.9% |
| Participant deferral / active EE | $4,425 | $4,812-8.0% | $6,282-29.6% | $3,203+38.2% |
| Admin fee / account holder | $12,719 | $5,371+136.8% | $9,324+36.4% | $4,296+196.1% |