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 | $123,316 | $79,944+54.3% | $98,439+25.3% | $75,163+64.1% |
| Participation rate | 95.8% | 70.4%+25.5pp | 75.2%+20.7pp | 67.2%+28.6pp |
| Annual return | 23.65% | 19.75%+3.9pp | 21.16%+2.5pp | 160.62%-137.0pp |
| Employer contribution / active EE | $8,271 | $2,264+265.4% | $3,048+171.4% | $2,670+209.8% |
| Participant deferral / active EE | $17,028 | $3,752+353.8% | $4,738+259.4% | $4,125+312.8% |
| Admin fee / account holder | $4,718 | $6,840-31.0% | $8,948-47.3% | $5,651-16.5% |