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 | $123,809 | $86,929+42.4% | $102,423+20.9% | $80,856+53.1% |
| Participation rate | 89.2% | 72.4%+16.8pp | 76.5%+12.7pp | 67.6%+21.6pp |
| Annual return | 14.02% | 18.88%-4.9pp | 29.32%-15.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,917 | $2,369+23.1% | $3,023-3.5% | $2,755+5.9% |
| Participant deferral / active EE | $14,180 | $4,118+244.3% | $5,053+180.6% | $4,296+230.1% |
| Admin fee / account holder | $11,528 | $8,049+43.2% | $9,451+22.0% | $6,918+66.6% |