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 | $135,471 | $81,460+66.3% | $103,333+31.1% | $80,856+67.5% |
| Participation rate | 81.8% | 66.8%+15.0pp | 74.5%+7.3pp | 67.6%+14.2pp |
| Annual return | 16.99% | 25.55%-8.6pp | 24.88%-7.9pp | 35.59%-18.6pp |
| Employer contribution / active EE | $3,793 | $3,105+22.1% | $3,868-1.9% | $2,755+37.7% |
| Participant deferral / active EE | $8,608 | $3,869+122.5% | $5,057+70.2% | $4,296+100.4% |
| Admin fee / account holder | $7,508 | $6,566+14.3% | $8,355-10.1% | $6,918+8.5% |