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 | $131,448 | $80,968+62.3% | $96,544+36.2% | $75,163+74.9% |
| Participation rate | 91.9% | 71.8%+20.1pp | 76.0%+15.9pp | 67.2%+24.7pp |
| Annual return | 22.13% | 27.06%-4.9pp | 25.84%-3.7pp | 160.62%-138.5pp |
| Employer contribution / active EE | $2,805 | $2,282+22.9% | $2,965-5.4% | $2,670+5.1% |
| Participant deferral / active EE | $7,107 | $3,928+80.9% | $4,851+46.5% | $4,125+72.3% |
| Admin fee / account holder | $1,305 | $6,724-80.6% | $8,252-84.2% | $5,651-76.9% |