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 | $120,606 | $90,745+32.9% | $130,231-7.4% | $75,163+60.5% |
| Participation rate | 91.5% | 71.1%+20.5pp | 76.3%+15.2pp | 67.2%+24.3pp |
| Annual return | 13.84% | 34.45%-20.6pp | 38.77%-24.9pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,612 | $3,314-51.4% | $4,126-60.9% | $2,670-39.6% |
| Participant deferral / active EE | $8,199 | $5,362+52.9% | $6,799+20.6% | $4,125+98.8% |
| Admin fee / account holder | $10,278 | $6,331+62.3% | $6,020+70.7% | $5,651+81.9% |