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 | $127,251 | $59,839+112.7% | $81,983+55.2% | $79,858+59.3% |
| Participation rate | 80.4% | 61.6%+18.8pp | 69.2%+11.1pp | 69.6%+10.8pp |
| Annual return | 18.25% | 17.56%+0.7pp | 41.31%-23.1pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,523 | $1,713+47.2% | $2,498+1.0% | $2,471+2.1% |
| Participant deferral / active EE | $10,217 | $2,695+279.1% | $3,722+174.5% | $3,740+173.2% |
| Admin fee / account holder | $13,441 | $4,287+213.5% | $5,664+137.3% | $5,306+153.3% |