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 | $128,167 | $81,460+57.3% | $103,333+24.0% | $80,856+58.5% |
| Participation rate | 87.8% | 66.8%+21.0pp | 74.5%+13.3pp | 67.6%+20.2pp |
| Annual return | 13.92% | 25.55%-11.6pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $4,417 | $3,105+42.2% | $3,868+14.2% | $2,755+60.3% |
| Participant deferral / active EE | $10,042 | $3,869+159.6% | $5,057+98.6% | $4,296+133.8% |
| Admin fee / account holder | $17,833 | $6,566+171.6% | $8,355+113.5% | $6,918+157.8% |