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 | $130,661 | $74,927+74.4% | $101,794+28.4% | $84,808+54.1% |
| Participation rate | 87.1% | 61.4%+25.7pp | 69.2%+17.9pp | 68.3%+18.8pp |
| Annual return | 16.95% | 18.70%-1.8pp | 30.53%-13.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,606 | $1,522+71.2% | $2,289+13.9% | $2,631-1.0% |
| Participant deferral / active EE | $6,628 | $3,099+113.9% | $4,084+62.3% | $4,212+57.4% |
| Admin fee / account holder | $5,896 | $6,514-9.5% | $8,777-32.8% | $7,344-19.7% |