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 | $120,544 | $64,348+87.3% | $90,160+33.7% | $70,131+71.9% |
| Participation rate | 95.5% | 70.4%+25.0pp | 76.9%+18.6pp | 69.5%+25.9pp |
| Annual return | 15.90% | 28.13%-12.2pp | 34.88%-19.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $2,576 | $2,046+25.9% | $3,318-22.4% | $2,342+10.0% |
| Participant deferral / active EE | $5,116 | $4,389+16.6% | $5,288-3.2% | $3,332+53.6% |
| Admin fee / account holder | $13,641 | $3,944+245.9% | $5,943+129.5% | $4,645+193.6% |