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 | $121,132 | $60,892+98.9% | $82,389+47.0% | $84,808+42.8% |
| Participation rate | 97.6% | 63.3%+34.4pp | 69.5%+28.1pp | 68.3%+29.3pp |
| Annual return | 13.55% | 37.29%-23.7pp | 28.67%-15.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,735 | $1,779+53.7% | $2,517+8.7% | $2,631+4.0% |
| Participant deferral / active EE | $6,963 | $3,179+119.0% | $4,155+67.6% | $4,212+65.3% |
| Admin fee / account holder | $8,658 | $5,467+58.4% | $7,231+19.7% | $7,344+17.9% |