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 | $126,257 | $86,929+45.2% | $102,423+23.3% | $80,856+56.1% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 35.86% | 18.88%+17.0pp | 29.32%+6.5pp | 35.59%+0.3pp |
| Employer contribution / active EE | $1,923 | $2,369-18.8% | $3,023-36.4% | $2,755-30.2% |
| Participant deferral / active EE | $6,679 | $4,118+62.2% | $5,053+32.2% | $4,296+55.5% |
| Admin fee / account holder | $9,622 | $8,049+19.5% | $9,451+1.8% | $6,918+39.1% |