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 | $135,124 | $76,552+76.5% | $123,892+9.1% | $62,891+114.9% |
| Participation rate | 79.1% | 73.0%+6.1pp | 81.4%-2.3pp | 69.3%+9.8pp |
| Annual return | 20.21% | 18.68%+1.5pp | 47.52%-27.3pp | 20.14%+0.1pp |
| Employer contribution / active EE | $3,142 | $2,883+9.0% | $4,617-32.0% | $2,281+37.7% |
| Participant deferral / active EE | $8,363 | $4,840+72.8% | $5,984+39.7% | $3,203+161.1% |
| Admin fee / account holder | $5,314 | $4,826+10.1% | $8,357-36.4% | $4,296+23.7% |