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 | $127,316 | $60,022+112.1% | $88,946+43.1% | $84,808+50.1% |
| Participation rate | 96.2% | 57.8%+38.3pp | 68.8%+27.3pp | 68.3%+27.8pp |
| Annual return | 17.78% | 22.43%-4.6pp | 57.82%-40.0pp | 40.90%-23.1pp |
| Employer contribution / active EE | $10,160 | $1,703+496.7% | $2,555+297.7% | $2,631+286.2% |
| Participant deferral / active EE | $5,580 | $3,114+79.2% | $4,581+21.8% | $4,212+32.5% |
| Admin fee / account holder | $24,370 | $4,811+406.5% | $8,261+195.0% | $7,344+231.8% |