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 | $133,686 | $93,571+42.9% | $135,903-1.6% | $75,163+77.9% |
| Participation rate | 95.9% | 75.2%+20.7pp | 81.9%+14.0pp | 67.2%+28.7pp |
| Annual return | 26.18% | 30.90%-4.7pp | 68.23%-42.1pp | 160.62%-134.4pp |
| Employer contribution / active EE | $4,442 | $3,537+25.6% | $4,856-8.5% | $2,670+66.4% |
| Participant deferral / active EE | $5,956 | $6,404-7.0% | $7,758-23.2% | $4,125+44.4% |
| Admin fee / account holder | $4,269 | $6,975-38.8% | $10,762-60.3% | $5,651-24.5% |