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 | $138,261 | $83,477+65.6% | $125,175+10.5% | $72,985+89.4% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+14.0pp | 69.5%+24.3pp |
| Annual return | 20.03% | 25.78%-5.8pp | 43.79%-23.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,863 | $2,345-20.6% | $3,865-51.8% | $2,440-23.6% |
| Participant deferral / active EE | $6,764 | $3,585+88.7% | $4,937+37.0% | $3,607+87.5% |
| Admin fee / account holder | $30,716 | $5,517+456.7% | $9,702+216.6% | $5,124+499.4% |