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 | $123,378 | $72,492+70.2% | $87,100+41.7% | $72,985+69.0% |
| Participation rate | 91.5% | 72.8%+18.7pp | 76.9%+14.6pp | 69.5%+22.0pp |
| Annual return | 25.19% | 24.46%+0.7pp | 28.19%-3.0pp | 81.00%-55.8pp |
| Employer contribution / active EE | $4,352 | $1,894+129.8% | $2,521+72.6% | $2,440+78.4% |
| Participant deferral / active EE | $6,253 | $3,270+91.2% | $4,049+54.4% | $3,607+73.3% |
| Admin fee / account holder | $7,378 | $5,055+46.0% | $7,497-1.6% | $5,124+44.0% |