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 | $122,506 | $125,758-2.6% | $169,993-27.9% | $75,163+63.0% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.0%+10.8pp | 67.2%+30.6pp |
| Annual return | 23.47% | 27.20%-3.7pp | 53.37%-29.9pp | 160.62%-137.1pp |
| Employer contribution / active EE | $13,589 | $4,615+194.5% | $6,785+100.3% | $2,670+409.0% |
| Participant deferral / active EE | $13,451 | $6,837+96.7% | $10,408+29.2% | $4,125+226.1% |
| Admin fee / account holder | $8,187 | $8,173+0.2% | $12,815-36.1% | $5,651+44.9% |