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 | $142,270 | $94,625+50.4% | $116,228+22.4% | $84,808+67.8% |
| Participation rate | 96.9% | 70.4%+26.4pp | 74.6%+22.3pp | 68.3%+28.6pp |
| Annual return | 16.07% | 20.40%-4.3pp | 90.06%-74.0pp | 40.90%-24.8pp |
| Employer contribution / active EE | $11,080 | $2,347+372.2% | $2,994+270.0% | $2,631+321.1% |
| Participant deferral / active EE | $4,279 | $3,972+7.7% | $4,953-13.6% | $4,212+1.6% |
| Admin fee / account holder | $2,585 | $10,091-74.4% | $11,989-78.4% | $7,344-64.8% |