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 | $118,468 | $54,762+116.3% | $90,281+31.2% | $72,985+62.3% |
| Participation rate | 87.9% | 65.1%+22.8pp | 73.3%+14.7pp | 69.5%+18.4pp |
| Annual return | 21.35% | 30.63%-9.3pp | 78.10%-56.7pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,819 | $2,092+34.7% | $2,854-1.2% | $2,440+15.5% |
| Participant deferral / active EE | $7,177 | $2,887+148.6% | $3,885+84.7% | $3,607+99.0% |
| Admin fee / account holder | $2,443 | $3,972-38.5% | $5,351-54.4% | $5,124-52.3% |