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 | $132,119 | $49,227+168.4% | $70,449+87.5% | $79,858+65.4% |
| Participation rate | 85.7% | 69.2%+16.5pp | 75.1%+10.7pp | 69.6%+16.1pp |
| Annual return | 14.52% | 30.06%-15.5pp | 109.03%-94.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $6,530 | $2,099+211.1% | $2,737+138.6% | $2,471+164.3% |
| Participant deferral / active EE | $8,228 | $2,768+197.3% | $3,709+121.9% | $3,740+120.0% |
| Admin fee / account holder | $3,606 | $2,878+25.3% | $3,845-6.2% | $5,306-32.1% |