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 | $129,714 | $101,069+28.3% | $81,478+59.2% | $147,584-12.1% |
| Participation rate | 95.8% | 74.5%+21.4pp | 68.0%+27.9pp | 82.8%+13.0pp |
| Annual return | 12.04% | 32.40%-20.4pp | 38.78%-26.7pp | 578.55%-566.5pp |
| Employer contribution / active EE | $9,817 | $3,205+206.3% | $2,568+282.3% | $4,876+101.3% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,055 | $5,812+55.8% | $4,561+98.5% | $10,885-16.8% |