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 | $132,356 | $95,803+38.2% | $113,168+17.0% | $84,808+56.1% |
| Participation rate | 95.4% | 72.9%+22.5pp | 76.6%+18.8pp | 68.3%+27.1pp |
| Annual return | 15.51% | 25.00%-9.5pp | 24.27%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,130 | $2,360-9.7% | $2,975-28.4% | $2,631-19.0% |
| Participant deferral / active EE | $5,539 | $4,242+30.6% | $5,107+8.5% | $4,212+31.5% |
| Admin fee / account holder | $4,569 | $8,989-49.2% | $12,068-62.1% | $7,344-37.8% |