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 | $126,191 | $60,892+107.2% | $82,389+53.2% | $84,808+48.8% |
| Participation rate | 85.7% | 63.3%+22.4pp | 69.5%+16.2pp | 68.3%+17.4pp |
| Annual return | 13.55% | 37.29%-23.7pp | 28.67%-15.1pp | 40.90%-27.3pp |
| Employer contribution / active EE | $3,768 | $1,779+111.8% | $2,517+49.7% | $2,631+43.2% |
| Participant deferral / active EE | $6,935 | $3,179+118.2% | $4,155+66.9% | $4,212+64.7% |
| Admin fee / account holder | $4,855 | $5,467-11.2% | $7,231-32.9% | $7,344-33.9% |