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 | $121,993 | $84,233+44.8% | $170,442-28.4% | $70,131+74.0% |
| Participation rate | 96.4% | 70.8%+25.6pp | 83.6%+12.8pp | 69.5%+26.9pp |
| Annual return | 16.04% | 23.06%-7.0pp | 205.93%-189.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $5,770 | $3,387+70.4% | $5,433+6.2% | $2,342+146.3% |
| Participant deferral / active EE | $3,774 | $3,086+22.3% | $4,939-23.6% | $3,332+13.3% |
| Admin fee / account holder | $3,478 | $5,698-39.0% | $13,880-74.9% | $4,645-25.1% |