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 | $141,327 | $80,717+75.1% | $154,803-8.7% | $84,808+66.6% |
| Participation rate | 93.9% | 66.8%+27.1pp | 78.1%+15.9pp | 68.3%+25.6pp |
| Annual return | 14.54% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $5,889 | $2,761+113.3% | $4,305+36.8% | $2,631+123.8% |
| Participant deferral / active EE | $3,154 | $3,303-4.5% | $5,540-43.1% | $4,212-25.1% |
| Admin fee / account holder | $726 | $6,746-89.2% | $14,329-94.9% | $7,344-90.1% |