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 | $141,108 | $86,929+62.3% | $102,423+37.8% | $80,856+74.5% |
| Participation rate | 94.6% | 72.4%+22.3pp | 76.5%+18.2pp | 67.6%+27.0pp |
| Annual return | 12.69% | 18.88%-6.2pp | 29.32%-16.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $4,609 | $2,369+94.5% | $3,023+52.4% | $2,755+67.3% |
| Participant deferral / active EE | $7,621 | $4,118+85.0% | $5,053+50.8% | $4,296+77.4% |
| Admin fee / account holder | $14,168 | $8,049+76.0% | $9,451+49.9% | $6,918+104.8% |