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 | $135,045 | $78,672+71.7% | $109,143+23.7% | $85,850+57.3% |
| Participation rate | 77.8% | 68.3%+9.5pp | 75.9%+1.9pp | 69.3%+8.5pp |
| Annual return | 44.78% | 25.09%+19.7pp | 25.75%+19.0pp | 318.53%-273.7pp |
| Employer contribution / active EE | $4,286 | $2,735+56.7% | $3,722+15.1% | $2,565+67.1% |
| Participant deferral / active EE | $7,296 | $3,467+110.4% | $4,653+56.8% | $3,952+84.6% |
| Admin fee / account holder | $4,095 | $5,469-25.1% | $6,752-39.3% | $6,260-34.6% |