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 | $134,233 | $109,881+22.2% | $150,045-10.5% | $84,808+58.3% |
| Participation rate | 94.6% | 76.1%+18.5pp | 82.3%+12.3pp | 68.3%+26.3pp |
| Annual return | 14.33% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $6,579 | $3,561+84.7% | $4,693+40.2% | $2,631+150.1% |
| Participant deferral / active EE | $9,320 | $6,636+40.5% | $7,997+16.5% | $4,212+121.3% |
| Admin fee / account holder | $7,564 | $8,568-11.7% | $13,435-43.7% | $7,344+3.0% |