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 | $130,377 | $95,803+36.1% | $113,168+15.2% | $84,808+53.7% |
| Participation rate | 82.5% | 72.9%+9.6pp | 76.6%+5.9pp | 68.3%+14.2pp |
| Annual return | 13.51% | 25.00%-11.5pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,061 | $2,360+29.7% | $2,975+2.9% | $2,631+16.3% |
| Participant deferral / active EE | $7,215 | $4,242+70.1% | $5,107+41.3% | $4,212+71.3% |
| Admin fee / account holder | $15,961 | $8,989+77.6% | $12,068+32.3% | $7,344+117.3% |