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 | $120,338 | $54,705+120.0% | $71,209+69.0% | $84,808+41.9% |
| Participation rate | 83.1% | 64.1%+19.0pp | 73.8%+9.4pp | 68.3%+14.8pp |
| Annual return | 19.63% | 35.90%-16.3pp | 282.51%-262.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $3,238 | $2,158+50.0% | $2,721+19.0% | $2,631+23.1% |
| Participant deferral / active EE | $11,729 | $3,030+287.0% | $4,175+180.9% | $4,212+178.5% |
| Admin fee / account holder | $9,777 | $4,863+101.0% | $5,349+82.8% | $7,344+33.1% |