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 | $125,405 | $46,869+167.6% | $122,332+2.5% | $70,131+78.8% |
| Participation rate | 88.9% | 58.2%+30.7pp | 71.6%+17.3pp | 69.5%+19.3pp |
| Annual return | 15.06% | 24.22%-9.2pp | 30.27%-15.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $4,898 | $1,288+280.3% | $4,050+20.9% | $2,342+109.1% |
| Participant deferral / active EE | $8,175 | $2,166+277.4% | $3,287+148.7% | $3,332+145.4% |
| Admin fee / account holder | $5,470 | $3,322+64.6% | $5,478-0.1% | $4,645+17.8% |