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 | $127,931 | $95,803+33.5% | $113,168+13.0% | $84,808+50.8% |
| Participation rate | 95.6% | 72.9%+22.7pp | 76.6%+19.0pp | 68.3%+27.2pp |
| Annual return | 23.67% | 25.00%-1.3pp | 24.27%-0.6pp | 40.90%-17.2pp |
| Employer contribution / active EE | $3,550 | $2,360+50.4% | $2,975+19.3% | $2,631+34.9% |
| Participant deferral / active EE | $7,733 | $4,242+82.3% | $5,107+51.4% | $4,212+83.6% |
| Admin fee / account holder | $1,624 | $8,989-81.9% | $12,068-86.5% | $7,344-77.9% |