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 | $136,066 | $95,803+42.0% | $113,168+20.2% | $84,808+60.4% |
| Participation rate | 93.9% | 72.9%+21.1pp | 76.6%+17.4pp | 68.3%+25.6pp |
| Annual return | 18.38% | 25.00%-6.6pp | 24.27%-5.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,776 | $2,360+17.6% | $2,975-6.7% | $2,631+5.5% |
| Participant deferral / active EE | $7,365 | $4,242+73.6% | $5,107+44.2% | $4,212+74.9% |
| Admin fee / account holder | $22,068 | $8,989+145.5% | $12,068+82.9% | $7,344+200.5% |