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 | $118,467 | $73,933+60.2% | $96,683+22.5% | $75,163+57.6% |
| Participation rate | 92.6% | 66.4%+26.2pp | 74.3%+18.2pp | 67.2%+25.4pp |
| Annual return | 19.57% | 26.70%-7.1pp | 35.69%-16.1pp | 160.62%-141.1pp |
| Employer contribution / active EE | $4,972 | $2,928+69.8% | $3,737+33.1% | $2,670+86.2% |
| Participant deferral / active EE | $6,396 | $3,659+74.8% | $4,878+31.1% | $4,125+55.1% |
| Admin fee / account holder | $754 | $5,216-85.6% | $6,730-88.8% | $5,651-86.7% |