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 | $129,153 | $64,480+100.3% | $81,382+58.7% | $80,856+59.7% |
| Participation rate | 96.4% | 63.9%+32.5pp | 69.5%+26.9pp | 67.6%+28.7pp |
| Annual return | 12.06% | 16.34%-4.3pp | 24.73%-12.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $4,017 | $1,978+103.0% | $2,463+63.1% | $2,755+45.8% |
| Participant deferral / active EE | $4,148 | $3,094+34.1% | $3,883+6.8% | $4,296-3.4% |
| Admin fee / account holder | $21,606 | $5,671+281.0% | $5,768+274.5% | $6,918+212.3% |