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 | $137,801 | $80,717+70.7% | $154,803-11.0% | $84,808+62.5% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 17.71% | 37.96%-20.2pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,968 | $2,761-28.7% | $4,305-54.3% | $2,631-25.2% |
| Participant deferral / active EE | $3,467 | $3,303+5.0% | $5,540-37.4% | $4,212-17.7% |
| Admin fee / account holder | $50,454 | $6,746+647.9% | $14,329+252.1% | $7,344+587.0% |