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 | $133,175 | $60,892+118.7% | $82,389+61.6% | $84,808+57.0% |
| Participation rate | 87.9% | 63.3%+24.6pp | 69.5%+18.3pp | 68.3%+19.6pp |
| Annual return | 16.62% | 37.29%-20.7pp | 28.67%-12.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,788 | $1,779+169.1% | $2,517+90.2% | $2,631+82.0% |
| Participant deferral / active EE | $3,033 | $3,179-4.6% | $4,155-27.0% | $4,212-28.0% |
| Admin fee / account holder | $6,901 | $5,467+26.2% | $7,231-4.6% | $7,344-6.0% |