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 | $120,159 | $78,422+53.2% | $95,952+25.2% | $79,858+50.5% |
| Participation rate | 94.2% | 73.5%+20.7pp | 77.1%+17.1pp | 69.6%+24.6pp |
| Annual return | 20.00% | 19.37%+0.6pp | 91.61%-71.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $2,974 | $1,945+52.9% | $2,541+17.1% | $2,471+20.4% |
| Participant deferral / active EE | $8,133 | $3,440+136.4% | $4,167+95.2% | $3,740+117.5% |
| Admin fee / account holder | $7,710 | $5,622+37.1% | $6,795+13.5% | $5,306+45.3% |