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 | $136,519 | $110,257+23.8% | $96,544+41.4% | $139,434-2.1% |
| Participation rate | 89.5% | 78.1%+11.4pp | 76.0%+13.5pp | 80.3%+9.2pp |
| Annual return | 17.42% | 26.32%-8.9pp | 25.84%-8.4pp | 372.94%-355.5pp |
| Employer contribution / active EE | $4,687 | $3,620+29.5% | $2,965+58.1% | $4,751-1.3% |
| Participant deferral / active EE | $6,484 | $5,548+16.9% | $4,851+33.7% | $6,710-3.4% |
| Admin fee / account holder | $19,700 | $11,591+70.0% | $8,252+138.7% | $11,403+72.8% |