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 | $126,254 | $95,803+31.8% | $113,168+11.6% | $84,808+48.9% |
| Participation rate | 97.6% | 72.9%+24.8pp | 76.6%+21.1pp | 68.3%+29.3pp |
| Annual return | 15.60% | 25.00%-9.4pp | 24.27%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $5,529 | $2,360+134.3% | $2,975+85.8% | $2,631+110.1% |
| Participant deferral / active EE | $5,273 | $4,242+24.3% | $5,107+3.3% | $4,212+25.2% |
| Admin fee / account holder | $3,068 | $8,989-65.9% | $12,068-74.6% | $7,344-58.2% |