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 | $134,022 | $65,376+105.0% | $87,100+53.9% | $65,185+105.6% |
| Participation rate | 92.5% | 75.3%+17.2pp | 76.9%+15.7pp | 70.2%+22.3pp |
| Annual return | 23.10% | 31.27%-8.2pp | 28.19%-5.1pp | 29.38%-6.3pp |
| Employer contribution / active EE | $4,192 | $1,822+130.0% | $2,521+66.2% | $2,177+92.6% |
| Participant deferral / active EE | $6,632 | $3,388+95.7% | $4,049+63.8% | $3,514+88.7% |
| Admin fee / account holder | $11,239 | $520+2062.5% | $7,497+49.9% | $847+1226.8% |