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 | $121,262 | $78,422+54.6% | $95,952+26.4% | $79,858+51.8% |
| Participation rate | 93.0% | 73.5%+19.5pp | 77.1%+15.9pp | 69.6%+23.3pp |
| Annual return | 12.82% | 19.37%-6.6pp | 91.61%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,767 | $1,945+42.3% | $2,541+8.9% | $2,471+12.0% |
| Participant deferral / active EE | $7,896 | $3,440+129.5% | $4,167+89.5% | $3,740+111.1% |
| Admin fee / account holder | $6,545 | $5,622+16.4% | $6,795-3.7% | $5,306+23.3% |