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 | $136,220 | $72,492+87.9% | $87,100+56.4% | $72,985+86.6% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 23.53% | 24.46%-0.9pp | 28.19%-4.7pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,775 | $1,894-6.3% | $2,521-29.6% | $2,440-27.3% |
| Participant deferral / active EE | $9,279 | $3,270+183.8% | $4,049+129.2% | $3,607+157.2% |
| Admin fee / account holder | $15,942 | $5,055+215.4% | $7,497+112.7% | $5,124+211.1% |