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 | $126,910 | $109,881+15.5% | $150,045-15.4% | $84,808+49.6% |
| Participation rate | 97.2% | 76.1%+21.1pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 17.24% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,515 | $3,561+54.9% | $4,693+17.5% | $2,631+109.6% |
| Participant deferral / active EE | $9,298 | $6,636+40.1% | $7,997+16.3% | $4,212+120.8% |
| Admin fee / account holder | $22,998 | $8,568+168.4% | $13,435+71.2% | $7,344+213.2% |