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 | $127,276 | $63,764+99.6% | $81,930+55.3% | $79,858+59.4% |
| Participation rate | 87.8% | 67.5%+20.3pp | 72.0%+15.8pp | 69.6%+18.1pp |
| Annual return | 11.93% | 22.66%-10.7pp | 29.49%-17.6pp | 31.71%-19.8pp |
| Employer contribution / active EE | $3,873 | $1,795+115.7% | $4,310-10.1% | $2,471+56.7% |
| Participant deferral / active EE | $2,112 | $2,780-24.1% | $7,107-70.3% | $3,740-43.5% |
| Admin fee / account holder | $8,499 | $4,426+92.0% | $5,158+64.8% | $5,306+60.2% |