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 | $124,293 | $95,803+29.7% | $113,168+9.8% | $84,808+46.6% |
| Participation rate | 91.1% | 72.9%+18.2pp | 76.6%+14.5pp | 68.3%+22.8pp |
| Annual return | 17.36% | 25.00%-7.6pp | 24.27%-6.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,550 | $2,360+8.1% | $2,975-14.3% | $2,631-3.1% |
| Participant deferral / active EE | $6,049 | $4,242+42.6% | $5,107+18.4% | $4,212+43.6% |
| Admin fee / account holder | $3,202 | $8,989-64.4% | $12,068-73.5% | $7,344-56.4% |