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 | $129,082 | $60,022+115.1% | $88,946+45.1% | $84,808+52.2% |
| Participation rate | 93.5% | 57.8%+35.7pp | 68.8%+24.7pp | 68.3%+25.2pp |
| Annual return | 13.89% | 22.43%-8.5pp | 57.82%-43.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,444 | $1,703+43.6% | $2,555-4.3% | $2,631-7.1% |
| Participant deferral / active EE | $8,605 | $3,114+176.4% | $4,581+87.8% | $4,212+104.3% |
| Admin fee / account holder | $19,726 | $4,811+310.0% | $8,261+138.8% | $7,344+168.6% |