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 | $128,270 | $74,927+71.2% | $101,794+26.0% | $84,808+51.2% |
| Participation rate | 70.0% | 61.4%+8.6pp | 69.2%+0.8pp | 68.3%+1.7pp |
| Annual return | 14.59% | 18.70%-4.1pp | 30.53%-15.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,284 | $1,522-15.6% | $2,289-43.9% | $2,631-51.2% |
| Participant deferral / active EE | $3,384 | $3,099+9.2% | $4,084-17.1% | $4,212-19.7% |
| Admin fee / account holder | $14,517 | $6,514+122.9% | $8,777+65.4% | $7,344+97.7% |