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 | $134,422 | $80,673+66.6% | $101,326+32.7% | $84,808+58.5% |
| Participation rate | 81.8% | 77.8%+4.0pp | 81.5%+0.3pp | 68.3%+13.5pp |
| Annual return | 22.83% | 38.95%-16.1pp | 36.82%-14.0pp | 40.90%-18.1pp |
| Employer contribution / active EE | $5,031 | $2,698+86.5% | $3,665+37.3% | $2,631+91.2% |
| Participant deferral / active EE | $10,919 | $6,840+59.6% | $7,994+36.6% | $4,212+159.3% |
| Admin fee / account holder | $8,215 | $12,784-35.7% | $11,185-26.6% | $7,344+11.9% |