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 | $128,182 | $95,803+33.8% | $113,168+13.3% | $84,808+51.1% |
| Participation rate | 81.9% | 72.9%+9.1pp | 76.6%+5.4pp | 68.3%+13.6pp |
| Annual return | 23.92% | 25.00%-1.1pp | 24.27%-0.3pp | 40.90%-17.0pp |
| Employer contribution / active EE | $2,094 | $2,360-11.3% | $2,975-29.6% | $2,631-20.4% |
| Participant deferral / active EE | $6,955 | $4,242+63.9% | $5,107+36.2% | $4,212+65.1% |
| Admin fee / account holder | $14,051 | $8,989+56.3% | $12,068+16.4% | $7,344+91.3% |