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 | $131,546 | $78,926+66.7% | $136,749-3.8% | $84,808+55.1% |
| Participation rate | 78.0% | 62.2%+15.8pp | 72.1%+5.9pp | 68.3%+9.7pp |
| Annual return | 13.54% | 18.17%-4.6pp | 24.33%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $4,607 | $2,134+115.9% | $3,400+35.5% | $2,631+75.1% |
| Participant deferral / active EE | $6,811 | $3,168+115.0% | $4,692+45.2% | $4,212+61.7% |
| Admin fee / account holder | $6,575 | $6,369+3.2% | $11,386-42.3% | $7,344-10.5% |