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 | $137,645 | $61,774+122.8% | $97,226+41.6% | $80,856+70.2% |
| Participation rate | 94.1% | 63.5%+30.6pp | 72.7%+21.4pp | 67.6%+26.5pp |
| Annual return | 12.30% | -557.90%+570.2pp | 75.13%-62.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $3,222 | $1,837+75.4% | $2,729+18.1% | $2,755+16.9% |
| Participant deferral / active EE | $10,112 | $3,029+233.9% | $4,264+137.2% | $4,296+135.4% |
| Admin fee / account holder | $18,249 | $5,166+253.2% | $5,654+222.8% | $6,918+163.8% |