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 | $121,362 | $68,719+76.6% | $91,541+32.6% | $84,808+43.1% |
| Participation rate | 98.2% | 64.5%+33.7pp | 69.8%+28.4pp | 68.3%+29.9pp |
| Annual return | 14.34% | 19.12%-4.8pp | 20.50%-6.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $8,454 | $1,920+340.3% | $2,505+237.5% | $2,631+221.3% |
| Participant deferral / active EE | $9,001 | $3,136+187.0% | $4,008+124.6% | $4,212+113.7% |
| Admin fee / account holder | $20,847 | $5,786+260.3% | $6,956+199.7% | $7,344+183.9% |