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 | $135,856 | $80,968+67.8% | $96,544+40.7% | $75,163+80.7% |
| Participation rate | 83.9% | 71.8%+12.1pp | 76.0%+7.9pp | 67.2%+16.7pp |
| Annual return | 14.76% | 27.06%-12.3pp | 25.84%-11.1pp | 160.62%-145.9pp |
| Employer contribution / active EE | $6,295 | $2,282+175.9% | $2,965+112.3% | $2,670+135.8% |
| Participant deferral / active EE | $12,199 | $3,928+210.6% | $4,851+151.5% | $4,125+195.7% |
| Admin fee / account holder | $27,390 | $6,724+307.3% | $8,252+231.9% | $5,651+384.7% |