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 | $133,580 | $78,422+70.3% | $95,952+39.2% | $79,858+67.3% |
| Participation rate | 92.5% | 73.5%+19.0pp | 77.1%+15.4pp | 69.6%+22.8pp |
| Annual return | 11.54% | 19.37%-7.8pp | 91.61%-80.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $3,764 | $1,945+93.5% | $2,541+48.1% | $2,471+52.4% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,875 | $5,622-13.3% | $6,795-28.3% | $5,306-8.1% |