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 | $128,317 | $57,016+125.1% | $84,966+51.0% | $80,856+58.7% |
| Participation rate | 91.5% | 56.3%+35.1pp | 67.5%+24.0pp | 67.6%+23.9pp |
| Annual return | 13.46% | 21.66%-8.2pp | 66.38%-52.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $4,608 | $1,798+156.4% | $2,727+69.0% | $2,755+67.3% |
| Participant deferral / active EE | $4,848 | $3,110+55.9% | $4,519+7.3% | $4,296+12.8% |
| Admin fee / account holder | $1,697 | $4,980-65.9% | $6,149-72.4% | $6,918-75.5% |