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 | $131,695 | $80,968+62.7% | $96,544+36.4% | $75,163+75.2% |
| Participation rate | 93.1% | 71.8%+21.3pp | 76.0%+17.1pp | 67.2%+25.9pp |
| Annual return | 16.13% | 27.06%-10.9pp | 25.84%-9.7pp | 160.62%-144.5pp |
| Employer contribution / active EE | $5,054 | $2,282+121.5% | $2,965+70.5% | $2,670+89.3% |
| Participant deferral / active EE | $4,657 | $3,928+18.6% | $4,851-4.0% | $4,125+12.9% |
| Admin fee / account holder | $3,730 | $6,724-44.5% | $8,252-54.8% | $5,651-34.0% |