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 | $125,838 | $77,813+61.7% | $123,544+1.9% | $64,186+96.1% |
| Participation rate | 93.1% | 74.7%+18.4pp | 82.3%+10.8pp | 69.6%+23.5pp |
| Annual return | 11.13% | 12.48%-1.4pp | 119.20%-108.1pp | 7.63%+3.5pp |
| Employer contribution / active EE | $2,335 | $3,014-22.5% | $4,628-49.5% | $2,381-1.9% |
| Participant deferral / active EE | $5,762 | $5,240+10.0% | $6,426-10.3% | $3,470+66.1% |
| Admin fee / account holder | $32,828 | $5,519+494.8% | $9,284+253.6% | $4,888+571.6% |