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 | $137,789 | $73,933+86.4% | $96,683+42.5% | $75,163+83.3% |
| Participation rate | 84.0% | 66.4%+17.6pp | 74.3%+9.7pp | 67.2%+16.8pp |
| Annual return | 13.90% | 26.70%-12.8pp | 35.69%-21.8pp | 160.62%-146.7pp |
| Employer contribution / active EE | $3,477 | $2,928+18.8% | $3,737-6.9% | $2,670+30.2% |
| Participant deferral / active EE | $5,814 | $3,659+58.9% | $4,878+19.2% | $4,125+41.0% |
| Admin fee / account holder | $27,586 | $5,216+428.9% | $6,730+309.9% | $5,651+388.2% |