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 | $143,623 | $65,041+120.8% | $90,951+57.9% | $79,858+79.8% |
| Participation rate | 98.0% | 61.6%+36.4pp | 69.0%+29.0pp | 69.6%+28.4pp |
| Annual return | 17.11% | 30.45%-13.3pp | 134.60%-117.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,509 | $1,247+181.3% | $2,122+65.3% | $2,471+42.0% |
| Participant deferral / active EE | $4,338 | $2,512+72.7% | $3,373+28.6% | $3,740+16.0% |
| Admin fee / account holder | $6,176 | $4,536+36.2% | $5,959+3.7% | $5,306+16.4% |