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 | $139,689 | $60,022+132.7% | $88,946+57.0% | $84,808+64.7% |
| Participation rate | 88.7% | 57.8%+30.8pp | 68.8%+19.8pp | 68.3%+20.4pp |
| Annual return | 16.95% | 22.43%-5.5pp | 57.82%-40.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,549 | $1,703+49.7% | $2,555-0.2% | $2,631-3.1% |
| Participant deferral / active EE | $4,865 | $3,114+56.2% | $4,581+6.2% | $4,212+15.5% |
| Admin fee / account holder | $9,837 | $4,811+104.5% | $8,261+19.1% | $7,344+33.9% |