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 | $139,839 | $109,881+27.3% | $150,045-6.8% | $84,808+64.9% |
| Participation rate | 91.2% | 76.1%+15.1pp | 82.3%+8.9pp | 68.3%+22.9pp |
| Annual return | 15.17% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $7,897 | $3,561+121.8% | $4,693+68.3% | $2,631+200.2% |
| Participant deferral / active EE | $9,319 | $6,636+40.4% | $7,997+16.5% | $4,212+121.3% |
| Admin fee / account holder | $13,142 | $8,568+53.4% | $13,435-2.2% | $7,344+79.0% |