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 | $127,113 | $77,503+64.0% | $100,391+26.6% | $80,856+57.2% |
| Participation rate | 95.6% | 76.9%+18.6pp | 81.5%+14.1pp | 67.6%+27.9pp |
| Annual return | 23.54% | 37.20%-13.7pp | 49.20%-25.7pp | 35.59%-12.1pp |
| Employer contribution / active EE | $5,054 | $2,801+80.4% | $3,942+28.2% | $2,755+83.4% |
| Participant deferral / active EE | $9,166 | $6,820+34.4% | $8,082+13.4% | $4,296+113.4% |
| Admin fee / account holder | $4,687 | $5,897-20.5% | $7,899-40.7% | $6,918-32.2% |