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 | $130,727 | $54,705+139.0% | $71,209+83.6% | $84,808+54.1% |
| Participation rate | 92.7% | 64.1%+28.7pp | 73.8%+19.0pp | 68.3%+24.4pp |
| Annual return | 14.58% | 35.90%-21.3pp | 282.51%-267.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $5,784 | $2,158+168.0% | $2,721+112.6% | $2,631+119.8% |
| Participant deferral / active EE | $5,742 | $3,030+89.5% | $4,175+37.5% | $4,212+36.3% |
| Admin fee / account holder | $10,400 | $4,863+113.8% | $5,349+94.4% | $7,344+41.6% |