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 | $140,697 | $71,883+95.7% | $86,677+62.3% | $68,494+105.4% |
| Participation rate | 94.9% | 72.2%+22.6pp | 76.6%+18.3pp | 67.9%+27.0pp |
| Annual return | 8.61% | 3.52%+5.1pp | 35.91%-27.3pp | -7.84%+16.5pp |
| Employer contribution / active EE | $2,226 | $2,173+2.4% | $2,836-21.5% | $2,596-14.3% |
| Participant deferral / active EE | $6,038 | $3,779+59.8% | $4,656+29.7% | $4,027+49.9% |
| Admin fee / account holder | $44,685 | $6,112+631.1% | $7,493+496.3% | $5,403+727.1% |