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 9-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 | $130,158 | $86,929+49.7% | $102,423+27.1% | $80,856+61.0% |
| Participation rate | 98.1% | 72.4%+25.8pp | 76.5%+21.7pp | 67.6%+30.5pp |
| Annual return | 19.00% | 18.88%+0.1pp | 29.32%-10.3pp | 35.59%-16.6pp |
| Employer contribution / active EE | $2,965 | $2,369+25.1% | $3,023-1.9% | $2,755+7.6% |
| Participant deferral / active EE | $6,712 | $4,118+63.0% | $5,053+32.8% | $4,296+56.3% |
| Admin fee / account holder | $25,516 | $8,049+217.0% | $9,451+170.0% | $6,918+268.8% |