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 | $138,349 | $54,541+153.7% | $78,778+75.6% | $70,131+97.3% |
| Participation rate | 88.0% | 60.8%+27.2pp | 69.2%+18.8pp | 69.5%+18.5pp |
| Annual return | 15.03% | 21.07%-6.0pp | 35.62%-20.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $9,815 | $1,089+801.7% | $1,986+394.3% | $2,342+319.0% |
| Participant deferral / active EE | $2,480 | $2,210+12.2% | $2,958-16.2% | $3,332-25.6% |
| Admin fee / account holder | $2,345 | $3,709-36.8% | $5,134-54.3% | $4,645-49.5% |