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 | $117,262 | $78,705+49.0% | $117,854-0.5% | $70,131+67.2% |
| Participation rate | 96.7% | 73.2%+23.5pp | 79.7%+17.1pp | 69.5%+27.2pp |
| Annual return | 12.78% | 23.30%-10.5pp | 335.08%-322.3pp | 73.14%-60.4pp |
| Employer contribution / active EE | $3,898 | $2,223+75.3% | $3,786+3.0% | $2,342+66.4% |
| Participant deferral / active EE | $3,016 | $3,297-8.5% | $4,482-32.7% | $3,332-9.5% |
| Admin fee / account holder | $13,878 | $5,065+174.0% | $8,020+73.0% | $4,645+198.7% |