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 | $118,281 | $73,933+60.0% | $96,683+22.3% | $75,163+57.4% |
| Participation rate | 96.3% | 66.4%+29.9pp | 74.3%+22.0pp | 67.2%+29.1pp |
| Annual return | 15.60% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $4,755 | $2,928+62.4% | $3,737+27.2% | $2,670+78.1% |
| Participant deferral / active EE | $12,361 | $3,659+237.8% | $4,878+153.4% | $4,125+199.6% |
| Admin fee / account holder | $23,880 | $5,216+357.8% | $6,730+254.9% | $5,651+322.6% |