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 | $126,933 | $93,170+36.2% | $100,534+26.3% | $84,808+49.7% |
| Participation rate | 90.4% | 75.8%+14.5pp | 80.6%+9.8pp | 68.3%+22.1pp |
| Annual return | 16.14% | 47.13%-31.0pp | 32.66%-16.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,503 | $3,985-37.2% | $4,346-42.4% | $2,631-4.9% |
| Participant deferral / active EE | $13,959 | $5,699+145.0% | $6,144+127.2% | $4,212+231.4% |
| Admin fee / account holder | $5,871 | $7,382-20.5% | $7,654-23.3% | $7,344-20.1% |