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 | $132,392 | $94,625+39.9% | $116,228+13.9% | $84,808+56.1% |
| Participation rate | 97.2% | 70.4%+26.8pp | 74.6%+22.7pp | 68.3%+28.9pp |
| Annual return | 16.32% | 20.40%-4.1pp | 90.06%-73.7pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,511 | $2,347-35.6% | $2,994-49.5% | $2,631-42.6% |
| Participant deferral / active EE | $5,386 | $3,972+35.6% | $4,953+8.7% | $4,212+27.9% |
| Admin fee / account holder | $10,802 | $10,091+7.0% | $11,989-9.9% | $7,344+47.1% |