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 | $134,370 | $95,803+40.3% | $113,168+18.7% | $84,808+58.4% |
| Participation rate | 91.2% | 72.9%+18.4pp | 76.6%+14.7pp | 68.3%+22.9pp |
| Annual return | 16.64% | 25.00%-8.4pp | 24.27%-7.6pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,836 | $2,360+20.2% | $2,975-4.7% | $2,631+7.8% |
| Participant deferral / active EE | $7,116 | $4,242+67.8% | $5,107+39.3% | $4,212+69.0% |
| Admin fee / account holder | $7,598 | $8,989-15.5% | $12,068-37.0% | $7,344+3.5% |