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 | $126,185 | $86,286+46.2% | $111,297+13.4% | $85,850+47.0% |
| Participation rate | 80.6% | 73.3%+7.3pp | 77.3%+3.3pp | 69.3%+11.3pp |
| Annual return | 12.86% | 19.99%-7.1pp | 54.65%-41.8pp | 318.53%-305.7pp |
| Employer contribution / active EE | $3,543 | $2,043+73.4% | $2,731+29.7% | $2,565+38.1% |
| Participant deferral / active EE | $6,145 | $3,641+68.8% | $4,487+36.9% | $3,952+55.5% |
| Admin fee / account holder | $7,693 | $8,188-6.0% | $7,964-3.4% | $6,260+22.9% |