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 | $129,124 | $60,795+112.4% | $69,455+85.9% | $65,185+98.1% |
| Participation rate | 94.0% | 74.9%+19.1pp | 74.6%+19.4pp | 70.2%+23.8pp |
| Annual return | 28.48% | 17.46%+11.0pp | 28.97%-0.5pp | 29.38%-0.9pp |
| Employer contribution / active EE | $5,498 | $2,452+124.2% | $2,779+97.8% | $2,177+152.6% |
| Participant deferral / active EE | $8,254 | $3,162+161.1% | $3,535+133.5% | $3,514+134.9% |
| Admin fee / account holder | $1,553 | $314+395.2% | $3,839-59.5% | $847+83.4% |