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 | $129,264 | $94,625+36.6% | $116,228+11.2% | $84,808+52.4% |
| Participation rate | 96.4% | 70.4%+26.0pp | 74.6%+21.9pp | 68.3%+28.1pp |
| Annual return | 20.08% | 20.40%-0.3pp | 90.06%-70.0pp | 40.90%-20.8pp |
| Employer contribution / active EE | $12,377 | $2,347+427.4% | $2,994+313.3% | $2,631+370.4% |
| Participant deferral / active EE | $13,348 | $3,972+236.1% | $4,953+169.5% | $4,212+216.9% |
| Admin fee / account holder | $24,025 | $10,091+138.1% | $11,989+100.4% | $7,344+227.1% |