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 | $138,163 | $89,355+54.6% | $141,162-2.1% | $72,985+89.3% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 20.63% | 111.85%-91.2pp | 71.39%-50.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,728 | $3,114-44.5% | $4,735-63.5% | $2,440-29.2% |
| Participant deferral / active EE | $9,565 | $5,418+76.5% | $6,709+42.6% | $3,607+165.1% |
| Admin fee / account holder | $3,328 | $5,958-44.1% | $10,261-67.6% | $5,124-35.1% |