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 | $110,743 | $74,927+47.8% | $101,794+8.8% | $84,808+30.6% |
| Participation rate | 93.5% | 61.4%+32.1pp | 69.2%+24.4pp | 68.3%+25.2pp |
| Annual return | 31.51% | 18.70%+12.8pp | 30.53%+1.0pp | 40.90%-9.4pp |
| Employer contribution / active EE | $8,301 | $1,522+445.5% | $2,289+262.7% | $2,631+215.5% |
| Participant deferral / active EE | $7,704 | $3,099+148.6% | $4,084+88.6% | $4,212+82.9% |
| Admin fee / account holder | $1,689 | $6,514-74.1% | $8,777-80.8% | $7,344-77.0% |