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 | $117,503 | $48,795+140.8% | $65,493+79.4% | $84,808+38.6% |
| Participation rate | 78.7% | 67.0%+11.7pp | 73.1%+5.6pp | 68.3%+10.4pp |
| Annual return | 20.82% | 20.20%+0.6pp | 982.45%-961.6pp | 40.90%-20.1pp |
| Employer contribution / active EE | $4,547 | $1,930+135.6% | $2,574+76.6% | $2,631+72.8% |
| Participant deferral / active EE | $8,494 | $2,928+190.0% | $3,961+114.4% | $4,212+101.7% |
| Admin fee / account holder | $7,837 | $3,877+102.2% | $5,028+55.9% | $7,344+6.7% |