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 | $116,487 | $78,705+48.0% | $117,854-1.2% | $70,131+66.1% |
| Participation rate | 96.2% | 73.2%+23.0pp | 79.7%+16.5pp | 69.5%+26.6pp |
| Annual return | 15.99% | 23.30%-7.3pp | 335.08%-319.1pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,720 | $2,223-22.6% | $3,786-54.6% | $2,342-26.6% |
| Participant deferral / active EE | $3,505 | $3,297+6.3% | $4,482-21.8% | $3,332+5.2% |
| Admin fee / account holder | $6,078 | $5,065+20.0% | $8,020-24.2% | $4,645+30.8% |