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 | $128,505 | $95,803+34.1% | $113,168+13.6% | $84,808+51.5% |
| Participation rate | 96.7% | 72.9%+23.8pp | 76.6%+20.1pp | 68.3%+28.4pp |
| Annual return | 12.35% | 25.00%-12.7pp | 24.27%-11.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $3,801 | $2,360+61.1% | $2,975+27.8% | $2,631+44.5% |
| Participant deferral / active EE | $8,002 | $4,242+88.6% | $5,107+56.7% | $4,212+90.0% |
| Admin fee / account holder | $20,438 | $8,989+127.4% | $12,068+69.4% | $7,344+178.3% |