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 | $121,492 | $72,277+68.1% | $101,248+20.0% | $79,858+52.1% |
| Participation rate | 95.5% | 68.5%+27.0pp | 75.8%+19.6pp | 69.6%+25.8pp |
| Annual return | 10.95% | 22.30%-11.3pp | 46.47%-35.5pp | 31.71%-20.8pp |
| Employer contribution / active EE | $2,471 | $2,692-8.2% | $3,660-32.5% | $2,4710% |
| Participant deferral / active EE | $8,796 | $3,282+168.0% | $4,370+101.3% | $3,740+135.2% |
| Admin fee / account holder | $6,011 | $4,400+36.6% | $5,945+1.1% | $5,306+13.3% |