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 | $128,650 | $95,803+34.3% | $113,168+13.7% | $84,808+51.7% |
| Participation rate | 96.7% | 72.9%+23.8pp | 76.6%+20.1pp | 68.3%+28.4pp |
| Annual return | 14.08% | 25.00%-10.9pp | 24.27%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,326 | $2,360-43.8% | $2,975-55.4% | $2,631-49.6% |
| Participant deferral / active EE | $4,447 | $4,242+4.8% | $5,107-12.9% | $4,212+5.6% |
| Admin fee / account holder | $3,358 | $8,989-62.6% | $12,068-72.2% | $7,344-54.3% |