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 | $138,630 | $72,277+91.8% | $101,248+36.9% | $79,858+73.6% |
| Participation rate | 87.7% | 68.5%+19.2pp | 75.8%+11.9pp | 69.6%+18.0pp |
| Annual return | 10.75% | 22.30%-11.5pp | 46.47%-35.7pp | 31.71%-21.0pp |
| Employer contribution / active EE | $2,111 | $2,692-21.6% | $3,660-42.3% | $2,471-14.6% |
| Participant deferral / active EE | $2,034 | $3,282-38.0% | $4,370-53.4% | $3,740-45.6% |
| Admin fee / account holder | $12,035 | $4,400+173.5% | $5,945+102.4% | $5,306+126.8% |