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 | $116,467 | $61,280+90.1% | $69,780+66.9% | $84,808+37.3% |
| Participation rate | 88.9% | 73.6%+15.3pp | 79.3%+9.6pp | 68.3%+20.6pp |
| Annual return | 16.30% | 12.93%+3.4pp | 26.31%-10.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $9,630 | $3,577+169.2% | $4,168+131.0% | $2,631+266.0% |
| Participant deferral / active EE | $8,558 | $3,756+127.9% | $6,164+38.8% | $4,212+103.2% |
| Admin fee / account holder | $12,426 | $6,026+106.2% | $7,285+70.6% | $7,344+69.2% |