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 | $129,255 | $95,803+34.9% | $113,168+14.2% | $84,808+52.4% |
| Participation rate | 92.5% | 72.9%+19.6pp | 76.6%+15.9pp | 68.3%+24.1pp |
| Annual return | 19.64% | 25.00%-5.4pp | 24.27%-4.6pp | 40.90%-21.3pp |
| Employer contribution / active EE | $5,016 | $2,360+112.5% | $2,975+68.6% | $2,631+90.6% |
| Participant deferral / active EE | $5,336 | $4,242+25.8% | $5,107+4.5% | $4,212+26.7% |
| Admin fee / account holder | $6,784 | $8,989-24.5% | $12,068-43.8% | $7,344-7.6% |