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 | $127,953 | $86,929+47.2% | $102,423+24.9% | $80,856+58.2% |
| Participation rate | 98.0% | 72.4%+25.6pp | 76.5%+21.5pp | 67.6%+30.3pp |
| Annual return | 12.57% | 18.88%-6.3pp | 29.32%-16.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,132 | $2,369+32.2% | $3,023+3.6% | $2,755+13.7% |
| Participant deferral / active EE | $5,505 | $4,118+33.7% | $5,053+9.0% | $4,296+28.2% |
| Admin fee / account holder | $26,589 | $8,049+230.3% | $9,451+181.3% | $6,918+284.3% |