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 | $118,359 | $54,705+116.4% | $71,209+66.2% | $84,808+39.6% |
| Participation rate | 89.7% | 64.1%+25.7pp | 73.8%+16.0pp | 68.3%+21.4pp |
| Annual return | 18.41% | 35.90%-17.5pp | 282.51%-264.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,942 | $2,158+82.7% | $2,721+44.9% | $2,631+49.8% |
| Participant deferral / active EE | $9,448 | $3,030+211.8% | $4,175+126.3% | $4,212+124.3% |
| Admin fee / account holder | $26,912 | $4,863+453.4% | $5,349+403.1% | $7,344+266.5% |