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 | $147,281 | $87,733+67.9% | $106,548+38.2% | $85,850+71.6% |
| Participation rate | 96.4% | 71.9%+24.4pp | 76.1%+20.2pp | 69.3%+27.0pp |
| Annual return | 29.58% | 21.86%+7.7pp | 26.80%+2.8pp | 318.53%-289.0pp |
| Employer contribution / active EE | $9,043 | $2,073+336.3% | $2,819+220.8% | $2,565+252.6% |
| Participant deferral / active EE | $9,867 | $3,469+184.4% | $4,398+124.4% | $3,952+149.7% |
| Admin fee / account holder | $6,869 | $6,767+1.5% | $7,407-7.3% | $6,260+9.7% |