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 | $138,364 | $46,553+197.2% | $64,056+116.0% | $75,163+84.1% |
| Participation rate | 93.2% | 65.9%+27.3pp | 72.3%+20.9pp | 67.2%+26.1pp |
| Annual return | 18.84% | 26.03%-7.2pp | 33.69%-14.8pp | 160.62%-141.8pp |
| Employer contribution / active EE | $3,331 | $1,974+68.8% | $2,747+21.3% | $2,670+24.8% |
| Participant deferral / active EE | $8,970 | $2,837+216.2% | $3,880+131.2% | $4,125+117.5% |
| Admin fee / account holder | $7,709 | $2,952+161.1% | $3,068+151.3% | $5,651+36.4% |