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 | $125,697 | $60,165+108.9% | $74,183+69.4% | $55,167+127.8% |
| Participation rate | 98.3% | 74.2%+24.1pp | 76.6%+21.7pp | 69.0%+29.3pp |
| Annual return | 10.38% | 10.00%+0.4pp | 17.74%-7.4pp | 169.23%-158.8pp |
| Employer contribution / active EE | $2,587 | $1,600+61.7% | $2,370+9.1% | $1,963+31.8% |
| Participant deferral / active EE | $3,865 | $2,973+30.0% | $3,550+8.9% | $3,054+26.6% |
| Admin fee / account holder | $10,369 | $419+2372.9% | $5,586+85.6% | $504+1957.7% |