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 9-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 | $120,586 | $78,422+53.8% | $95,952+25.7% | $79,858+51.0% |
| Participation rate | 85.4% | 73.5%+11.9pp | 77.1%+8.3pp | 69.6%+15.8pp |
| Annual return | 19.24% | 19.37%-0.1pp | 91.61%-72.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,751 | $1,945+41.4% | $2,541+8.3% | $2,471+11.3% |
| Participant deferral / active EE | $4,819 | $3,440+40.1% | $4,167+15.6% | $3,740+28.8% |
| Admin fee / account holder | $6,986 | $5,622+24.3% | $6,795+2.8% | $5,306+31.7% |