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 7-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 | $133,569 | $86,929+53.7% | $102,423+30.4% | $80,856+65.2% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.6%+29.9pp |
| Annual return | 12.67% | 18.88%-6.2pp | 29.32%-16.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $5,302 | $2,369+123.8% | $3,023+75.4% | $2,755+92.4% |
| Participant deferral / active EE | $4,849 | $4,118+17.7% | $5,053-4.0% | $4,296+12.9% |
| Admin fee / account holder | $26,892 | $8,049+234.1% | $9,451+184.6% | $6,918+288.7% |