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 | $129,713 | $70,908+82.9% | $98,907+31.1% | $73,488+76.5% |
| Participation rate | 72.0% | 73.8%-1.8pp | 76.0%-4.0pp | 70.7%+1.3pp |
| Annual return | 20.64% | 34.17%-13.5pp | 196.43%-175.8pp | 28.51%-7.9pp |
| Employer contribution / active EE | $2,533 | $2,036+24.4% | $2,689-5.8% | $2,270+11.6% |
| Participant deferral / active EE | $5,328 | $3,500+52.2% | $4,244+25.5% | $3,740+42.5% |
| Admin fee / account holder | $4,095 | $535+665.6% | $6,642-38.3% | $513+698.2% |