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 | $103,141 | $46,553+121.6% | $64,056+61.0% | $75,163+37.2% |
| Participation rate | 73.7% | 65.9%+7.7pp | 72.3%+1.4pp | 67.2%+6.5pp |
| Annual return | 13.15% | 26.03%-12.9pp | 33.69%-20.5pp | 160.62%-147.5pp |
| Employer contribution / active EE | $7,951 | $1,974+302.8% | $2,747+189.5% | $2,670+197.8% |
| Participant deferral / active EE | $13,101 | $2,837+361.9% | $3,880+237.6% | $4,125+217.6% |
| Admin fee / account holder | $15,353 | $2,952+420.1% | $3,068+400.4% | $5,651+171.7% |