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 | $140,061 | $78,705+78.0% | $117,854+18.8% | $70,131+99.7% |
| Participation rate | 98.2% | 73.2%+25.0pp | 79.7%+18.6pp | 69.5%+28.7pp |
| Annual return | 15.45% | 23.30%-7.8pp | 335.08%-319.6pp | 73.14%-57.7pp |
| Employer contribution / active EE | $2,741 | $2,223+23.3% | $3,786-27.6% | $2,342+17.0% |
| Participant deferral / active EE | $7,108 | $3,297+115.6% | $4,482+58.6% | $3,332+113.3% |
| Admin fee / account holder | $6,904 | $5,065+36.3% | $8,020-13.9% | $4,645+48.6% |