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 9-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 | $100,327 | $68,547+46.4% | $120,354-16.6% | $80,856+24.1% |
| Participation rate | 98.1% | 61.6%+36.5pp | 71.9%+26.2pp | 67.6%+30.5pp |
| Annual return | 17.70% | 23.60%-5.9pp | 107.15%-89.5pp | 35.59%-17.9pp |
| Employer contribution / active EE | $5,198 | $2,051+153.4% | $3,463+50.1% | $2,755+88.7% |
| Participant deferral / active EE | $2,541 | $3,173-19.9% | $4,991-49.1% | $4,296-40.9% |
| Admin fee / account holder | $7,175 | $5,732+25.2% | $9,423-23.9% | $6,918+3.7% |