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 | $123,282 | $86,929+41.8% | $102,423+20.4% | $80,856+52.5% |
| Participation rate | 98.7% | 72.4%+26.3pp | 76.5%+22.2pp | 67.6%+31.0pp |
| Annual return | 15.94% | 18.88%-2.9pp | 29.32%-13.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $6,620 | $2,369+179.4% | $3,023+119.0% | $2,755+140.3% |
| Participant deferral / active EE | $6,754 | $4,118+64.0% | $5,053+33.7% | $4,296+57.2% |
| Admin fee / account holder | $12,122 | $8,049+50.6% | $9,451+28.3% | $6,918+75.2% |