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 6-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 | $129,006 | $74,927+72.2% | $101,794+26.7% | $84,808+52.1% |
| Participation rate | 85.2% | 61.4%+23.8pp | 69.2%+16.0pp | 68.3%+16.9pp |
| Annual return | 16.35% | 18.70%-2.4pp | 30.53%-14.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,540 | $1,522+1.2% | $2,289-32.7% | $2,631-41.5% |
| Participant deferral / active EE | $5,220 | $3,099+68.4% | $4,084+27.8% | $4,212+23.9% |
| Admin fee / account holder | $1,447 | $6,514-77.8% | $8,777-83.5% | $7,344-80.3% |