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 | $130,054 | $87,013+49.5% | $106,213+22.4% | $80,856+60.8% |
| Participation rate | 97.5% | 70.4%+27.1pp | 75.3%+22.2pp | 67.6%+29.9pp |
| Annual return | 13.64% | 17.05%-3.4pp | 116.14%-102.5pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,889 | $2,395-21.1% | $3,171-40.4% | $2,755-31.4% |
| Participant deferral / active EE | $2,874 | $3,986-27.9% | $5,016-42.7% | $4,296-33.1% |
| Admin fee / account holder | $3,711 | $8,431-56.0% | $11,033-66.4% | $6,918-46.4% |