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 | $109,137 | $95,803+13.9% | $113,168-3.6% | $84,808+28.7% |
| Participation rate | 96.0% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.7pp |
| Annual return | 13.35% | 25.00%-11.7pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $7,511 | $2,360+218.3% | $2,975+152.4% | $2,631+185.5% |
| Participant deferral / active EE | $8,797 | $4,242+107.4% | $5,107+72.3% | $4,212+108.9% |
| Admin fee / account holder | $33,744 | $8,989+275.4% | $12,068+179.6% | $7,344+359.5% |