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 | $127,665 | $72,277+76.6% | $101,248+26.1% | $79,858+59.9% |
| Participation rate | 88.2% | 68.5%+19.8pp | 75.8%+12.4pp | 69.6%+18.6pp |
| Annual return | 15.59% | 22.30%-6.7pp | 46.47%-30.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,017 | $2,692-62.2% | $3,660-72.2% | $2,471-58.9% |
| Participant deferral / active EE | $6,980 | $3,282+112.7% | $4,370+59.7% | $3,740+86.6% |
| Admin fee / account holder | $3,384 | $4,400-23.1% | $5,945-43.1% | $5,306-36.2% |