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 | $138,670 | $80,717+71.8% | $154,803-10.4% | $84,808+63.5% |
| Participation rate | 93.3% | 66.8%+26.5pp | 78.1%+15.3pp | 68.3%+25.0pp |
| Annual return | 15.26% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $5,238 | $2,761+89.7% | $4,305+21.7% | $2,631+99.1% |
| Participant deferral / active EE | $3,680 | $3,303+11.4% | $5,540-33.6% | $4,212-12.6% |
| Admin fee / account holder | $1,270 | $6,746-81.2% | $14,329-91.1% | $7,344-82.7% |