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 | $120,873 | $78,672+53.6% | $109,143+10.7% | $85,850+40.8% |
| Participation rate | 75.0% | 68.3%+6.7pp | 75.9%-0.9pp | 69.3%+5.7pp |
| Annual return | 21.79% | 25.09%-3.3pp | 25.75%-4.0pp | 318.53%-296.7pp |
| Employer contribution / active EE | $2,793 | $2,735+2.1% | $3,722-24.9% | $2,565+8.9% |
| Participant deferral / active EE | $3,893 | $3,467+12.3% | $4,653-16.3% | $3,952-1.5% |
| Admin fee / account holder | $4,612 | $5,469-15.7% | $6,752-31.7% | $6,260-26.3% |