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 | $133,929 | $67,606+98.1% | $82,313+62.7% | $70,131+91.0% |
| Participation rate | 95.8% | 72.8%+23.1pp | 76.9%+18.9pp | 69.5%+26.3pp |
| Annual return | 16.95% | 21.57%-4.6pp | 25.88%-8.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $5,605 | $1,755+219.4% | $2,428+130.8% | $2,342+139.3% |
| Participant deferral / active EE | $11,860 | $2,987+297.1% | $3,706+220.0% | $3,332+256.0% |
| Admin fee / account holder | $1,228 | $4,512-72.8% | $5,608-78.1% | $4,645-73.6% |