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 | $132,464 | $89,355+48.2% | $141,162-6.2% | $72,985+81.5% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 26.17% | 111.85%-85.7pp | 71.39%-45.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $3,440 | $3,114+10.4% | $4,735-27.4% | $2,440+41.0% |
| Participant deferral / active EE | $8,521 | $5,418+57.3% | $6,709+27.0% | $3,607+136.2% |
| Admin fee / account holder | $7,515 | $5,958+26.1% | $10,261-26.8% | $5,124+46.6% |