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 | $121,357 | $94,338+28.6% | $100,534+20.7% | $142,382-14.8% |
| Participation rate | 88.9% | 81.7%+7.2pp | 80.6%+8.3pp | 80.1%+8.8pp |
| Annual return | 12.52% | 29.20%-16.7pp | 32.66%-20.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $6,129 | $4,237+44.7% | $4,346+41.0% | $4,299+42.6% |
| Participant deferral / active EE | $7,702 | $5,934+29.8% | $6,144+25.4% | $6,507+18.4% |
| Admin fee / account holder | $24,925 | $8,421+196.0% | $7,654+225.6% | $12,624+97.4% |