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 | $137,765 | $65,395+110.7% | $182,532-24.5% | $72,985+88.8% |
| Participation rate | 90.1% | 65.4%+24.7pp | 78.0%+12.1pp | 69.5%+20.6pp |
| Annual return | 24.76% | 27.68%-2.9pp | 148.54%-123.8pp | 81.00%-56.2pp |
| Employer contribution / active EE | $2,869 | $1,911+50.1% | $4,076-29.6% | $2,440+17.6% |
| Participant deferral / active EE | $6,998 | $3,563+96.4% | $5,524+26.7% | $3,607+94.0% |
| Admin fee / account holder | $24,603 | $4,245+479.6% | $8,592+186.3% | $5,124+380.1% |