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 | $126,600 | $86,929+45.6% | $102,423+23.6% | $80,856+56.6% |
| Participation rate | 81.0% | 72.4%+8.6pp | 76.5%+4.5pp | 67.6%+13.3pp |
| Annual return | 13.30% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $4,853 | $2,369+104.8% | $3,023+60.5% | $2,755+76.1% |
| Participant deferral / active EE | $11,740 | $4,118+185.1% | $5,053+132.3% | $4,296+173.3% |
| Admin fee / account holder | $12,445 | $8,049+54.6% | $9,451+31.7% | $6,918+79.9% |