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 | $117,178 | $65,365+79.3% | $92,893+26.1% | $72,985+60.6% |
| Participation rate | 98.0% | 68.3%+29.7pp | 76.0%+22.0pp | 69.5%+28.6pp |
| Annual return | 22.47% | 42.10%-19.6pp | 109.41%-86.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $3,579 | $2,594+38.0% | $3,653-2.0% | $2,440+46.7% |
| Participant deferral / active EE | $8,892 | $3,128+184.2% | $4,236+109.9% | $3,607+146.5% |
| Admin fee / account holder | $18,592 | $4,251+337.3% | $5,794+220.9% | $5,124+262.8% |