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 | $123,303 | $80,968+52.3% | $96,544+27.7% | $75,163+64.0% |
| Participation rate | 81.3% | 71.8%+9.5pp | 76.0%+5.3pp | 67.2%+14.1pp |
| Annual return | 17.24% | 27.06%-9.8pp | 25.84%-8.6pp | 160.62%-143.4pp |
| Employer contribution / active EE | $3,054 | $2,282+33.9% | $2,965+3.0% | $2,670+14.4% |
| Participant deferral / active EE | $10,512 | $3,928+167.6% | $4,851+116.7% | $4,125+154.8% |
| Admin fee / account holder | $19,156 | $6,724+184.9% | $8,252+132.1% | $5,651+239.0% |