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 | $122,232 | $59,101+106.8% | $77,163+58.4% | $75,163+62.6% |
| Participation rate | 90.3% | 63.9%+26.4pp | 69.6%+20.7pp | 67.2%+23.1pp |
| Annual return | 17.59% | 26.71%-9.1pp | 37.87%-20.3pp | 160.62%-143.0pp |
| Employer contribution / active EE | $3,594 | $1,995+80.1% | $2,535+41.8% | $2,670+34.6% |
| Participant deferral / active EE | $6,535 | $2,999+117.9% | $3,833+70.5% | $4,125+58.4% |
| Admin fee / account holder | $10,095 | $4,774+111.5% | $5,472+84.5% | $5,651+78.6% |