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 | $131,909 | $95,803+37.7% | $113,168+16.6% | $84,808+55.5% |
| Participation rate | 98.5% | 72.9%+25.6pp | 76.6%+21.9pp | 68.3%+30.2pp |
| Annual return | 18.68% | 25.00%-6.3pp | 24.27%-5.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $4,113 | $2,360+74.3% | $2,975+38.2% | $2,631+56.3% |
| Participant deferral / active EE | $10,741 | $4,242+153.2% | $5,107+110.3% | $4,212+155.0% |
| Admin fee / account holder | $6,994 | $8,989-22.2% | $12,068-42.0% | $7,344-4.8% |