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 | $126,196 | $79,944+57.9% | $98,439+28.2% | $75,163+67.9% |
| Participation rate | 97.2% | 70.4%+26.8pp | 75.2%+22.0pp | 67.2%+30.0pp |
| Annual return | 17.29% | 19.75%-2.5pp | 21.16%-3.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $8,007 | $2,264+253.7% | $3,048+162.7% | $2,670+199.9% |
| Participant deferral / active EE | $9,364 | $3,752+149.6% | $4,738+97.7% | $4,125+127.0% |
| Admin fee / account holder | $10,631 | $6,840+55.4% | $8,948+18.8% | $5,651+88.1% |