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 | $129,642 | $80,673+60.7% | $101,326+27.9% | $84,808+52.9% |
| Participation rate | 96.0% | 77.8%+18.2pp | 81.5%+14.5pp | 68.3%+27.7pp |
| Annual return | 16.52% | 38.95%-22.4pp | 36.82%-20.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,317 | $2,698+97.1% | $3,665+45.1% | $2,631+102.1% |
| Participant deferral / active EE | $9,254 | $6,840+35.3% | $7,994+15.8% | $4,212+119.7% |
| Admin fee / account holder | $25,980 | $12,784+103.2% | $11,185+132.3% | $7,344+253.8% |