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 7-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 | $126,392 | $95,803+31.9% | $113,168+11.7% | $84,808+49.0% |
| Participation rate | 84.6% | 72.9%+11.8pp | 76.6%+8.1pp | 68.3%+16.3pp |
| Annual return | 14.55% | 25.00%-10.5pp | 24.27%-9.7pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,994 | $2,360+69.2% | $2,975+34.2% | $2,631+51.8% |
| Participant deferral / active EE | $7,268 | $4,242+71.3% | $5,107+42.3% | $4,212+72.6% |
| Admin fee / account holder | $12,082 | $8,989+34.4% | $12,068+0.1% | $7,344+64.5% |