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 | $129,312 | $99,985+29.3% | $146,665-11.8% | $85,850+50.6% |
| Participation rate | 90.9% | 73.1%+17.9pp | 80.1%+10.8pp | 69.3%+21.6pp |
| Annual return | 15.33% | 18.93%-3.6pp | 22.74%-7.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $3,341 | $2,559+30.6% | $4,136-19.2% | $2,565+30.2% |
| Participant deferral / active EE | $8,455 | $4,006+111.1% | $5,506+53.6% | $3,952+114.0% |
| Admin fee / account holder | $13,805 | $7,702+79.2% | $10,280+34.3% | $6,260+120.5% |