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 | $130,295 | $83,477+56.1% | $125,175+4.1% | $72,985+78.5% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.1pp | 69.5%+23.4pp |
| Annual return | 25.12% | 25.78%-0.7pp | 43.79%-18.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $705 | $2,345-69.9% | $3,865-81.8% | $2,440-71.1% |
| Participant deferral / active EE | $7,889 | $3,585+120.0% | $4,937+59.8% | $3,607+118.7% |
| Admin fee / account holder | $12,769 | $5,517+131.4% | $9,702+31.6% | $5,124+149.2% |