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 | $120,868 | $65,365+84.9% | $92,893+30.1% | $72,985+65.6% |
| Participation rate | 97.9% | 68.3%+29.6pp | 76.0%+21.9pp | 69.5%+28.4pp |
| Annual return | 18.93% | 42.10%-23.2pp | 109.41%-90.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $14,096 | $2,594+443.4% | $3,653+285.9% | $2,440+477.8% |
| Participant deferral / active EE | $2,151 | $3,128-31.2% | $4,236-49.2% | $3,607-40.4% |
| Admin fee / account holder | $7,629 | $4,251+79.5% | $5,794+31.7% | $5,124+48.9% |