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 | $139,087 | $81,460+70.7% | $103,333+34.6% | $80,856+72.0% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.6%+18.1pp |
| Annual return | 12.31% | 25.55%-13.2pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $21,510 | $3,105+592.7% | $3,868+456.1% | $2,755+680.8% |
| Participant deferral / active EE | $3,321 | $3,869-14.2% | $5,057-34.3% | $4,296-22.7% |
| Admin fee / account holder | $5,144 | $6,566-21.7% | $8,355-38.4% | $6,918-25.6% |