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 | $120,271 | $81,460+47.6% | $103,333+16.4% | $80,856+48.7% |
| Participation rate | 86.5% | 66.8%+19.6pp | 74.5%+12.0pp | 67.6%+18.8pp |
| Annual return | 18.65% | 25.55%-6.9pp | 24.88%-6.2pp | 35.59%-16.9pp |
| Employer contribution / active EE | $3,910 | $3,105+25.9% | $3,868+1.1% | $2,755+41.9% |
| Participant deferral / active EE | $6,397 | $3,869+65.4% | $5,057+26.5% | $4,296+48.9% |
| Admin fee / account holder | $10,792 | $6,566+64.3% | $8,355+29.2% | $6,918+56.0% |