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 | $126,817 | $94,625+34.0% | $116,228+9.1% | $84,808+49.5% |
| Participation rate | 97.8% | 70.4%+27.4pp | 74.6%+23.3pp | 68.3%+29.5pp |
| Annual return | 17.18% | 20.40%-3.2pp | 90.06%-72.9pp | 40.90%-23.7pp |
| Employer contribution / active EE | $9,985 | $2,347+325.5% | $2,994+233.5% | $2,631+279.5% |
| Participant deferral / active EE | $7,135 | $3,972+79.6% | $4,953+44.1% | $4,212+69.4% |
| Admin fee / account holder | $18,078 | $10,091+79.1% | $11,989+50.8% | $7,344+146.2% |