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 | $133,673 | $94,625+41.3% | $116,228+15.0% | $84,808+57.6% |
| Participation rate | 96.2% | 70.4%+25.7pp | 74.6%+21.6pp | 68.3%+27.8pp |
| Annual return | 15.28% | 20.40%-5.1pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,714 | $2,347+58.3% | $2,994+24.0% | $2,631+41.2% |
| Participant deferral / active EE | $6,381 | $3,972+60.7% | $4,953+28.8% | $4,212+51.5% |
| Admin fee / account holder | $2,844 | $10,091-71.8% | $11,989-76.3% | $7,344-61.3% |