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 | $120,043 | $87,733+36.8% | $106,548+12.7% | $85,850+39.8% |
| Participation rate | 93.5% | 71.9%+21.6pp | 76.1%+17.4pp | 69.3%+24.2pp |
| Annual return | 12.18% | 21.86%-9.7pp | 26.80%-14.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $2,346 | $2,073+13.2% | $2,819-16.8% | $2,565-8.6% |
| Participant deferral / active EE | $6,755 | $3,469+94.7% | $4,398+53.6% | $3,952+70.9% |
| Admin fee / account holder | $17,825 | $6,767+163.4% | $7,407+140.6% | $6,260+184.7% |