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 | $134,631 | $72,277+86.3% | $101,248+33.0% | $79,858+68.6% |
| Participation rate | 95.9% | 68.5%+27.4pp | 75.8%+20.1pp | 69.6%+26.2pp |
| Annual return | 18.26% | 22.30%-4.0pp | 46.47%-28.2pp | 31.71%-13.5pp |
| Employer contribution / active EE | $3,510 | $2,692+30.4% | $3,660-4.1% | $2,471+42.1% |
| Participant deferral / active EE | $9,142 | $3,282+178.6% | $4,370+109.2% | $3,740+144.4% |
| Admin fee / account holder | $3,856 | $4,400-12.4% | $5,945-35.1% | $5,306-27.3% |