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 | $120,168 | $80,717+48.9% | $154,803-22.4% | $84,808+41.7% |
| Participation rate | 97.6% | 66.8%+30.7pp | 78.1%+19.5pp | 68.3%+29.2pp |
| Annual return | 13.95% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $7,606 | $2,761+175.4% | $4,305+76.7% | $2,631+189.1% |
| Participant deferral / active EE | $6,601 | $3,303+99.8% | $5,540+19.1% | $4,212+56.7% |
| Admin fee / account holder | $58,881 | $6,746+772.9% | $14,329+310.9% | $7,344+701.8% |