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 | $129,679 | $78,926+64.3% | $136,749-5.2% | $84,808+52.9% |
| Participation rate | 88.9% | 62.2%+26.7pp | 72.1%+16.7pp | 68.3%+20.6pp |
| Annual return | 17.13% | 18.17%-1.0pp | 24.33%-7.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,834 | $2,134+79.6% | $3,400+12.8% | $2,631+45.7% |
| Participant deferral / active EE | $8,659 | $3,168+173.3% | $4,692+84.5% | $4,212+105.6% |
| Admin fee / account holder | $8,192 | $6,369+28.6% | $11,386-28.1% | $7,344+11.6% |