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 | $120,029 | $96,484+24.4% | $75,886+58.2% | $152,861-21.5% |
| Participation rate | 90.5% | 76.2%+14.3pp | 69.3%+21.2pp | 82.4%+8.0pp |
| Annual return | 21.39% | 33.98%-12.6pp | 30.76%-9.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $9,595 | $3,309+189.9% | $2,500+283.7% | $4,762+101.5% |
| Participant deferral / active EE | $1,539 | $4,553-66.2% | $3,603-57.3% | $5,850-73.7% |
| Admin fee / account holder | $1,283 | $8,078-84.1% | $5,418-76.3% | $11,596-88.9% |