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 | $130,868 | $67,606+93.6% | $82,313+59.0% | $70,131+86.6% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.7pp | 69.5%+28.1pp |
| Annual return | 21.16% | 21.57%-0.4pp | 25.88%-4.7pp | 73.14%-52.0pp |
| Employer contribution / active EE | $2,838 | $1,755+61.7% | $2,428+16.9% | $2,342+21.1% |
| Participant deferral / active EE | $5,038 | $2,987+68.7% | $3,706+35.9% | $3,332+51.2% |
| Admin fee / account holder | $1,347 | $4,512-70.2% | $5,608-76.0% | $4,645-71.0% |