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 | $131,144 | $61,605+112.9% | $112,229+16.9% | $75,163+74.5% |
| Participation rate | 95.9% | 61.7%+34.2pp | 72.4%+23.5pp | 67.2%+28.7pp |
| Annual return | 14.22% | 28.47%-14.2pp | 30.20%-16.0pp | 160.62%-146.4pp |
| Employer contribution / active EE | $4,449 | $2,015+120.7% | $3,430+29.7% | $2,670+66.6% |
| Participant deferral / active EE | $5,058 | $3,108+62.7% | $4,798+5.4% | $4,125+22.6% |
| Admin fee / account holder | $7,527 | $4,862+54.8% | $7,748-2.9% | $5,651+33.2% |