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 | $132,122 | $95,416+38.5% | $185,823-28.9% | $85,850+53.9% |
| Participation rate | 94.9% | 68.8%+26.1pp | 81.7%+13.2pp | 69.3%+25.6pp |
| Annual return | 11.95% | 23.59%-11.6pp | 122.05%-110.1pp | 318.53%-306.6pp |
| Employer contribution / active EE | $4,928 | $3,314+48.7% | $5,167-4.6% | $2,565+92.1% |
| Participant deferral / active EE | $4,814 | $3,423+40.6% | $5,568-13.5% | $3,952+21.8% |
| Admin fee / account holder | $3,264 | $7,213-54.7% | $16,237-79.9% | $6,260-47.9% |