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 | $115,260 | $99,985+15.3% | $146,665-21.4% | $85,850+34.3% |
| Participation rate | 95.0% | 73.1%+21.9pp | 80.1%+14.9pp | 69.3%+25.7pp |
| Annual return | 18.91% | 18.93%0pp | 22.74%-3.8pp | 318.53%-299.6pp |
| Employer contribution / active EE | $4,747 | $2,559+85.5% | $4,136+14.8% | $2,565+85.1% |
| Participant deferral / active EE | $9,234 | $4,006+130.5% | $5,506+67.7% | $3,952+133.7% |
| Admin fee / account holder | $3,010 | $7,702-60.9% | $10,280-70.7% | $6,260-51.9% |