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 7-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 | $141,543 | $95,803+47.7% | $113,168+25.1% | $84,808+66.9% |
| Participation rate | 93.5% | 72.9%+20.6pp | 76.6%+16.9pp | 68.3%+25.2pp |
| Annual return | 15.94% | 25.00%-9.1pp | 24.27%-8.3pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,100 | $2,360+31.4% | $2,975+4.2% | $2,631+17.8% |
| Participant deferral / active EE | $7,060 | $4,242+66.4% | $5,107+38.2% | $4,212+67.6% |
| Admin fee / account holder | $25,088 | $8,989+179.1% | $12,068+107.9% | $7,344+241.6% |