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 | $121,738 | $86,929+40.0% | $102,423+18.9% | $80,856+50.6% |
| Participation rate | 89.7% | 72.4%+17.3pp | 76.5%+13.2pp | 67.6%+22.0pp |
| Annual return | 22.12% | 18.88%+3.2pp | 29.32%-7.2pp | 35.59%-13.5pp |
| Employer contribution / active EE | $3,870 | $2,369+63.4% | $3,023+28.0% | $2,755+40.5% |
| Participant deferral / active EE | $9,476 | $4,118+130.1% | $5,053+87.5% | $4,296+120.6% |
| Admin fee / account holder | $24,250 | $8,049+201.3% | $9,451+156.6% | $6,918+250.5% |