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 | $134,804 | $70,475+91.3% | $100,516+34.1% | $79,858+68.8% |
| Participation rate | 94.3% | 73.7%+20.6pp | 79.4%+14.9pp | 69.6%+24.6pp |
| Annual return | 16.27% | 21.90%-5.6pp | 30.89%-14.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $5,250 | $2,165+142.5% | $3,418+53.6% | $2,471+112.5% |
| Participant deferral / active EE | $8,439 | $5,181+62.9% | $6,270+34.6% | $3,740+125.6% |
| Admin fee / account holder | $7,753 | $4,478+73.1% | $8,081-4.1% | $5,306+46.1% |