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 | $118,389 | $68,719+72.3% | $91,541+29.3% | $84,808+39.6% |
| Participation rate | 94.8% | 64.5%+30.3pp | 69.8%+25.1pp | 68.3%+26.5pp |
| Annual return | 14.04% | 19.12%-5.1pp | 20.50%-6.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $6,663 | $1,920+247.0% | $2,505+166.0% | $2,631+153.2% |
| Participant deferral / active EE | $5,264 | $3,136+67.9% | $4,008+31.4% | $4,212+25.0% |
| Admin fee / account holder | $3,204 | $5,786-44.6% | $6,956-53.9% | $7,344-56.4% |