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 | $126,711 | $95,803+32.3% | $113,168+12.0% | $84,808+49.4% |
| Participation rate | 96.6% | 72.9%+23.7pp | 76.6%+20.0pp | 68.3%+28.2pp |
| Annual return | 17.29% | 25.00%-7.7pp | 24.27%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,312 | $2,360-2.0% | $2,975-22.3% | $2,631-12.1% |
| Participant deferral / active EE | $7,134 | $4,242+68.2% | $5,107+39.7% | $4,212+69.4% |
| Admin fee / account holder | $20,489 | $8,989+127.9% | $12,068+69.8% | $7,344+179.0% |