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 | $137,608 | $87,733+56.8% | $106,548+29.2% | $85,850+60.3% |
| Participation rate | 96.7% | 71.9%+24.7pp | 76.1%+20.5pp | 69.3%+27.4pp |
| Annual return | 16.45% | 21.86%-5.4pp | 26.80%-10.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $8,755 | $2,073+322.3% | $2,819+210.6% | $2,565+241.3% |
| Participant deferral / active EE | $5,487 | $3,469+58.2% | $4,398+24.8% | $3,952+38.8% |
| Admin fee / account holder | $5,043 | $6,767-25.5% | $7,407-31.9% | $6,260-19.4% |