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 | $126,874 | $80,968+56.7% | $96,544+31.4% | $75,163+68.8% |
| Participation rate | 96.0% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.8pp |
| Annual return | 18.70% | 27.06%-8.4pp | 25.84%-7.1pp | 160.62%-141.9pp |
| Employer contribution / active EE | $4,012 | $2,282+75.8% | $2,965+35.3% | $2,670+50.3% |
| Participant deferral / active EE | $9,757 | $3,928+148.4% | $4,851+101.1% | $4,125+136.5% |
| Admin fee / account holder | $19,205 | $6,724+185.6% | $8,252+132.7% | $5,651+239.9% |