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 | $130,230 | $74,927+73.8% | $101,794+27.9% | $84,808+53.6% |
| Participation rate | 83.3% | 61.4%+21.9pp | 69.2%+14.1pp | 68.3%+15.0pp |
| Annual return | 15.90% | 18.70%-2.8pp | 30.53%-14.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,050 | $1,522+100.4% | $2,289+33.2% | $2,631+15.9% |
| Participant deferral / active EE | $7,925 | $3,099+155.7% | $4,084+94.1% | $4,212+88.2% |
| Admin fee / account holder | $26,872 | $6,514+312.5% | $8,777+206.2% | $7,344+265.9% |