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 | $121,656 | $58,512+107.9% | $84,015+44.8% | $72,985+66.7% |
| Participation rate | 90.9% | 61.2%+29.7pp | 69.0%+21.9pp | 69.5%+21.4pp |
| Annual return | 21.55% | 28.93%-7.4pp | 71.31%-49.8pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,432 | $1,163+109.1% | $1,983+22.6% | $2,440-0.3% |
| Participant deferral / active EE | $4,694 | $2,394+96.1% | $3,239+45.0% | $3,607+30.1% |
| Admin fee / account holder | $1,263 | $4,569-72.4% | $6,101-79.3% | $5,124-75.4% |