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 | $132,337 | $71,883+84.1% | $86,677+52.7% | $68,494+93.2% |
| Participation rate | 96.0% | 72.2%+23.8pp | 76.6%+19.4pp | 67.9%+28.1pp |
| Annual return | 3.78% | 3.52%+0.3pp | 35.91%-32.1pp | -7.84%+11.6pp |
| Employer contribution / active EE | $6,247 | $2,173+187.5% | $2,836+120.2% | $2,596+140.6% |
| Participant deferral / active EE | $4,726 | $3,779+25.1% | $4,656+1.5% | $4,027+17.4% |
| Admin fee / account holder | $34,769 | $6,112+468.9% | $7,493+364.0% | $5,403+543.5% |