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 | $126,938 | $65,365+94.2% | $92,893+36.6% | $72,985+73.9% |
| Participation rate | 86.1% | 68.3%+17.8pp | 76.0%+10.1pp | 69.5%+16.6pp |
| Annual return | 17.34% | 42.10%-24.8pp | 109.41%-92.1pp | 81.00%-63.7pp |
| Employer contribution / active EE | $5,216 | $2,594+101.1% | $3,653+42.8% | $2,440+113.8% |
| Participant deferral / active EE | $2,381 | $3,128-23.9% | $4,236-43.8% | $3,607-34.0% |
| Admin fee / account holder | $6,548 | $4,251+54.0% | $5,794+13.0% | $5,124+27.8% |