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 9-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 | $123,957 | $70,475+75.9% | $100,516+23.3% | $79,858+55.2% |
| Participation rate | 92.2% | 73.7%+18.5pp | 79.4%+12.8pp | 69.6%+22.6pp |
| Annual return | 19.50% | 21.90%-2.4pp | 30.89%-11.4pp | 31.71%-12.2pp |
| Employer contribution / active EE | $5,161 | $2,165+138.4% | $3,418+51.0% | $2,471+108.9% |
| Participant deferral / active EE | $9,935 | $5,181+91.8% | $6,270+58.5% | $3,740+165.6% |
| Admin fee / account holder | $1,771 | $4,478-60.5% | $8,081-78.1% | $5,306-66.6% |