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 | $121,026 | $81,460+48.6% | $103,333+17.1% | $80,856+49.7% |
| Participation rate | 89.5% | 66.8%+22.7pp | 74.5%+15.0pp | 67.6%+21.9pp |
| Annual return | 31.90% | 25.55%+6.4pp | 24.88%+7.0pp | 35.59%-3.7pp |
| Employer contribution / active EE | $2,637 | $3,105-15.1% | $3,868-31.8% | $2,755-4.3% |
| Participant deferral / active EE | $7,111 | $3,869+83.8% | $5,057+40.6% | $4,296+65.5% |
| Admin fee / account holder | $1,257 | $6,566-80.9% | $8,355-85.0% | $6,918-81.8% |