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 | $125,663 | $81,460+54.3% | $103,333+21.6% | $80,856+55.4% |
| Participation rate | 92.0% | 66.8%+25.2pp | 74.5%+17.5pp | 67.6%+24.4pp |
| Annual return | 15.25% | 25.55%-10.3pp | 24.88%-9.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $8,131 | $3,105+161.8% | $3,868+110.2% | $2,755+195.1% |
| Participant deferral / active EE | $7,188 | $3,869+85.8% | $5,057+42.1% | $4,296+67.3% |
| Admin fee / account holder | $1,106 | $6,566-83.2% | $8,355-86.8% | $6,918-84.0% |