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 | $119,298 | $95,416+25.0% | $185,823-35.8% | $85,850+39.0% |
| Participation rate | 96.4% | 68.8%+27.7pp | 81.7%+14.7pp | 69.3%+27.1pp |
| Annual return | 15.44% | 23.59%-8.1pp | 122.05%-106.6pp | 318.53%-303.1pp |
| Employer contribution / active EE | $3,850 | $3,314+16.2% | $5,167-25.5% | $2,565+50.1% |
| Participant deferral / active EE | $6,656 | $3,423+94.4% | $5,568+19.5% | $3,952+68.4% |
| Admin fee / account holder | $696 | $7,213-90.4% | $16,237-95.7% | $6,260-88.9% |