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 | $117,890 | $86,286+36.6% | $111,297+5.9% | $85,850+37.3% |
| Participation rate | 95.5% | 73.3%+22.2pp | 77.3%+18.2pp | 69.3%+26.2pp |
| Annual return | 14.34% | 19.99%-5.6pp | 54.65%-40.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,794 | $2,043+36.8% | $2,731+2.3% | $2,565+8.9% |
| Participant deferral / active EE | $4,711 | $3,641+29.4% | $4,487+5.0% | $3,952+19.2% |
| Admin fee / account holder | $36,791 | $8,188+349.3% | $7,964+362.0% | $6,260+487.7% |