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 | $131,966 | $94,625+39.5% | $116,228+13.5% | $84,808+55.6% |
| Participation rate | 95.0% | 70.4%+24.6pp | 74.6%+20.4pp | 68.3%+26.7pp |
| Annual return | 17.87% | 20.40%-2.5pp | 90.06%-72.2pp | 40.90%-23.0pp |
| Employer contribution / active EE | $6,056 | $2,347+158.1% | $2,994+102.2% | $2,631+130.2% |
| Participant deferral / active EE | $5,941 | $3,972+49.6% | $4,953+19.9% | $4,212+41.1% |
| Admin fee / account holder | $12,505 | $10,091+23.9% | $11,989+4.3% | $7,344+70.3% |