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 | $120,287 | $81,460+47.7% | $103,333+16.4% | $80,856+48.8% |
| Participation rate | 88.5% | 66.8%+21.6pp | 74.5%+14.0pp | 67.6%+20.8pp |
| Annual return | 19.22% | 25.55%-6.3pp | 24.88%-5.7pp | 35.59%-16.4pp |
| Employer contribution / active EE | $3,279 | $3,105+5.6% | $3,868-15.2% | $2,755+19.0% |
| Participant deferral / active EE | $12,024 | $3,869+210.8% | $5,057+137.8% | $4,296+179.9% |
| Admin fee / account holder | $32,219 | $6,566+390.7% | $8,355+285.6% | $6,918+365.7% |