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 | $138,843 | $65,365+112.4% | $92,893+49.5% | $72,985+90.2% |
| Participation rate | 88.2% | 68.3%+19.9pp | 76.0%+12.2pp | 69.5%+18.7pp |
| Annual return | 21.77% | 42.10%-20.3pp | 109.41%-87.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,030 | $2,594-21.7% | $3,653-44.4% | $2,440-16.8% |
| Participant deferral / active EE | $6,103 | $3,128+95.1% | $4,236+44.1% | $3,607+69.2% |
| Admin fee / account holder | $1,671 | $4,251-60.7% | $5,794-71.2% | $5,124-67.4% |