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 | $109,885 | $57,016+92.7% | $84,966+29.3% | $80,856+35.9% |
| Participation rate | 96.3% | 56.3%+39.9pp | 67.5%+28.8pp | 67.6%+28.7pp |
| Annual return | 15.93% | 21.66%-5.7pp | 66.38%-50.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $24,012 | $1,798+1235.8% | $2,727+780.5% | $2,755+771.6% |
| Participant deferral / active EE | $5,925 | $3,110+90.5% | $4,519+31.1% | $4,296+37.9% |
| Admin fee / account holder | $5,858 | $4,980+17.6% | $6,149-4.7% | $6,918-15.3% |