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 | $128,305 | $109,881+16.8% | $150,045-14.5% | $84,808+51.3% |
| Participation rate | 86.8% | 76.1%+10.8pp | 82.3%+4.5pp | 68.3%+18.5pp |
| Annual return | 18.39% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $6,015 | $3,561+68.9% | $4,693+28.2% | $2,631+128.6% |
| Participant deferral / active EE | $14,268 | $6,636+115.0% | $7,997+78.4% | $4,212+238.8% |
| Admin fee / account holder | $8,467 | $8,568-1.2% | $13,435-37.0% | $7,344+15.3% |