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 8-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 | $115,546 | $60,022+92.5% | $88,946+29.9% | $84,808+36.2% |
| Participation rate | 95.5% | 57.8%+37.7pp | 68.8%+26.7pp | 68.3%+27.2pp |
| Annual return | 25.72% | 22.43%+3.3pp | 57.82%-32.1pp | 40.90%-15.2pp |
| Employer contribution / active EE | $5,644 | $1,703+231.5% | $2,555+120.9% | $2,631+114.5% |
| Participant deferral / active EE | $15,010 | $3,114+382.1% | $4,581+227.6% | $4,212+256.4% |
| Admin fee / account holder | $2,815 | $4,811-41.5% | $8,261-65.9% | $7,344-61.7% |