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 | $136,704 | $89,355+53.0% | $141,162-3.2% | $72,985+87.3% |
| Participation rate | 93.0% | 75.1%+17.9pp | 82.5%+10.6pp | 69.5%+23.5pp |
| Annual return | 21.57% | 111.85%-90.3pp | 71.39%-49.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $7,853 | $3,114+152.2% | $4,735+65.9% | $2,440+221.9% |
| Participant deferral / active EE | $14,881 | $5,418+174.7% | $6,709+121.8% | $3,607+312.5% |
| Admin fee / account holder | $2,640 | $5,958-55.7% | $10,261-74.3% | $5,124-48.5% |