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 | $142,909 | $80,717+77.0% | $154,803-7.7% | $84,808+68.5% |
| Participation rate | 96.7% | 66.8%+29.9pp | 78.1%+18.6pp | 68.3%+28.4pp |
| Annual return | 17.07% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $7,183 | $2,761+160.1% | $4,305+66.8% | $2,631+173.0% |
| Participant deferral / active EE | $4,148 | $3,303+25.6% | $5,540-25.1% | $4,212-1.5% |
| Admin fee / account holder | $3,790 | $6,746-43.8% | $14,329-73.6% | $7,344-48.4% |