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 | $135,227 | $55,706+142.8% | $75,886+78.2% | $72,985+85.3% |
| Participation rate | 98.0% | 61.1%+36.8pp | 69.3%+28.7pp | 69.5%+28.5pp |
| Annual return | 21.03% | 27.59%-6.6pp | 30.76%-9.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $4,034 | $1,687+139.2% | $2,500+61.3% | $2,440+65.3% |
| Participant deferral / active EE | $9,273 | $2,634+252.1% | $3,603+157.4% | $3,607+157.0% |
| Admin fee / account holder | $6,508 | $3,978+63.6% | $5,418+20.1% | $5,124+27.0% |