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 | $123,039 | $60,349+103.9% | $74,183+65.9% | $62,891+95.6% |
| Participation rate | 84.5% | 72.7%+11.8pp | 76.6%+7.9pp | 69.3%+15.2pp |
| Annual return | 6.11% | 21.37%-15.3pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,404 | $1,680+43.1% | $2,370+1.4% | $2,281+5.4% |
| Participant deferral / active EE | $7,129 | $2,856+149.6% | $3,550+100.8% | $3,203+122.6% |
| Admin fee / account holder | $25,000 | $4,261+486.7% | $5,586+347.6% | $4,296+482.0% |