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 | $132,014 | $57,541+129.4% | $95,745+37.9% | $75,163+75.6% |
| Participation rate | 97.6% | 62.5%+35.0pp | 72.3%+25.3pp | 67.2%+30.4pp |
| Annual return | 14.41% | 34.93%-20.5pp | 28.35%-13.9pp | 160.62%-146.2pp |
| Employer contribution / active EE | $11,459 | $1,808+533.9% | $2,835+304.3% | $2,670+329.2% |
| Participant deferral / active EE | $5,879 | $3,074+91.2% | $4,245+38.5% | $4,125+42.5% |
| Admin fee / account holder | $4,391 | $4,099+7.1% | $5,678-22.7% | $5,651-22.3% |