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 | $132,617 | $72,277+83.5% | $101,248+31.0% | $79,858+66.1% |
| Participation rate | 96.2% | 68.5%+27.7pp | 75.8%+20.3pp | 69.6%+26.5pp |
| Annual return | 11.32% | 22.30%-11.0pp | 46.47%-35.2pp | 31.71%-20.4pp |
| Employer contribution / active EE | $3,027 | $2,692+12.5% | $3,660-17.3% | $2,471+22.5% |
| Participant deferral / active EE | $6,060 | $3,282+84.7% | $4,370+38.7% | $3,740+62.0% |
| Admin fee / account holder | $14,954 | $4,400+239.8% | $5,945+151.5% | $5,306+181.8% |