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 | $119,327 | $81,460+46.5% | $103,333+15.5% | $80,856+47.6% |
| Participation rate | 95.9% | 66.8%+29.1pp | 74.5%+21.4pp | 67.6%+28.3pp |
| Annual return | 17.49% | 25.55%-8.1pp | 24.88%-7.4pp | 35.59%-18.1pp |
| Employer contribution / active EE | $5,369 | $3,105+72.9% | $3,868+38.8% | $2,755+94.9% |
| Participant deferral / active EE | $11,636 | $3,869+200.8% | $5,057+130.1% | $4,296+170.9% |
| Admin fee / account holder | $12,281 | $6,566+87.0% | $8,355+47.0% | $6,918+77.5% |