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 | $126,431 | $94,625+33.6% | $116,228+8.8% | $84,808+49.1% |
| Participation rate | 96.8% | 70.4%+26.3pp | 74.6%+22.2pp | 68.3%+28.5pp |
| Annual return | 13.82% | 20.40%-6.6pp | 90.06%-76.2pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,025 | $2,347+28.9% | $2,994+1.0% | $2,631+15.0% |
| Participant deferral / active EE | $7,074 | $3,972+78.1% | $4,953+42.8% | $4,212+68.0% |
| Admin fee / account holder | $20,287 | $10,091+101.0% | $11,989+69.2% | $7,344+176.2% |