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 | $133,631 | $80,717+65.6% | $154,803-13.7% | $84,808+57.6% |
| Participation rate | 83.7% | 66.8%+16.9pp | 78.1%+5.6pp | 68.3%+15.4pp |
| Annual return | 13.34% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $5,306 | $2,761+92.2% | $4,305+23.2% | $2,631+101.7% |
| Participant deferral / active EE | $6,859 | $3,303+107.7% | $5,540+23.8% | $4,212+62.9% |
| Admin fee / account holder | $4,603 | $6,746-31.8% | $14,329-67.9% | $7,344-37.3% |