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 | $126,154 | $59,101+113.5% | $77,163+63.5% | $75,163+67.8% |
| Participation rate | 92.0% | 63.9%+28.1pp | 69.6%+22.4pp | 67.2%+24.8pp |
| Annual return | 24.19% | 26.71%-2.5pp | 37.87%-13.7pp | 160.62%-136.4pp |
| Employer contribution / active EE | $2,924 | $1,995+46.6% | $2,535+15.4% | $2,670+9.5% |
| Participant deferral / active EE | $6,949 | $2,999+131.7% | $3,833+81.3% | $4,125+68.5% |
| Admin fee / account holder | $7,174 | $4,774+50.3% | $5,472+31.1% | $5,651+27.0% |