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 5-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 | $114,752 | $95,803+19.8% | $113,168+1.4% | $84,808+35.3% |
| Participation rate | 97.1% | 72.9%+24.2pp | 76.6%+20.5pp | 68.3%+28.7pp |
| Annual return | 21.13% | 25.00%-3.9pp | 24.27%-3.1pp | 40.90%-19.8pp |
| Employer contribution / active EE | $6,448 | $2,360+173.2% | $2,975+116.7% | $2,631+145.1% |
| Participant deferral / active EE | $14,824 | $4,242+249.5% | $5,107+190.3% | $4,212+252.0% |
| Admin fee / account holder | $2,229 | $8,989-75.2% | $12,068-81.5% | $7,344-69.6% |