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 | $129,150 | $78,422+64.7% | $95,952+34.6% | $79,858+61.7% |
| Participation rate | 94.0% | 73.5%+20.5pp | 77.1%+16.9pp | 69.6%+24.4pp |
| Annual return | 16.74% | 19.37%-2.6pp | 91.61%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,809 | $1,945-7.0% | $2,541-28.8% | $2,471-26.8% |
| Participant deferral / active EE | $3,853 | $3,440+12.0% | $4,167-7.5% | $3,740+3.0% |
| Admin fee / account holder | $6,469 | $5,622+15.1% | $6,795-4.8% | $5,306+21.9% |