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 | $135,779 | $94,529+43.6% | $140,016-3.0% | $64,186+111.5% |
| Participation rate | 95.6% | 84.1%+11.5pp | 87.5%+8.1pp | 69.6%+26.0pp |
| Annual return | 11.45% | 7.77%+3.7pp | 651.12%-639.7pp | 7.63%+3.8pp |
| Employer contribution / active EE | $6,953 | $3,812+82.4% | $5,606+24.0% | $2,381+192.0% |
| Participant deferral / active EE | $5,778 | $5,250+10.1% | $6,927-16.6% | $3,470+66.5% |
| Admin fee / account holder | $7,335 | $6,741+8.8% | $10,705-31.5% | $4,888+50.1% |