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 | $121,165 | $109,413+10.7% | $156,263-22.5% | $84,808+42.9% |
| Participation rate | 97.7% | 72.7%+25.0pp | 78.9%+18.8pp | 68.3%+29.4pp |
| Annual return | 14.65% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $5,710 | $2,907+96.4% | $4,333+31.8% | $2,631+117.0% |
| Participant deferral / active EE | $2,767 | $4,590-39.7% | $6,158-55.1% | $4,212-34.3% |
| Admin fee / account holder | $6,502 | $9,357-30.5% | $14,255-54.4% | $7,344-11.5% |