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 | $152,120 | $94,625+60.8% | $116,228+30.9% | $84,808+79.4% |
| Participation rate | 96.8% | 70.4%+26.4pp | 74.6%+22.3pp | 68.3%+28.5pp |
| Annual return | 16.64% | 20.40%-3.8pp | 90.06%-73.4pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,328 | $2,347+41.8% | $2,994+11.1% | $2,631+26.5% |
| Participant deferral / active EE | $7,020 | $3,972+76.7% | $4,953+41.7% | $4,212+66.7% |
| Admin fee / account holder | $11,079 | $10,091+9.8% | $11,989-7.6% | $7,344+50.9% |