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 | $132,219 | $86,929+52.1% | $102,423+29.1% | $80,856+63.5% |
| Participation rate | 84.8% | 72.4%+12.5pp | 76.5%+8.4pp | 67.6%+17.2pp |
| Annual return | 12.41% | 18.88%-6.5pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,593 | $2,369+51.6% | $3,023+18.8% | $2,755+30.4% |
| Participant deferral / active EE | $21,668 | $4,118+426.1% | $5,053+328.8% | $4,296+404.4% |
| Admin fee / account holder | $18,120 | $8,049+125.1% | $9,451+91.7% | $6,918+161.9% |