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 | $119,870 | $78,672+52.4% | $109,143+9.8% | $85,850+39.6% |
| Participation rate | 85.2% | 68.3%+16.9pp | 75.9%+9.3pp | 69.3%+15.9pp |
| Annual return | 14.85% | 25.09%-10.2pp | 25.75%-10.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $3,889 | $2,735+42.2% | $3,722+4.5% | $2,565+51.6% |
| Participant deferral / active EE | $1,516 | $3,467-56.3% | $4,653-67.4% | $3,952-61.6% |
| Admin fee / account holder | $966 | $5,469-82.3% | $6,752-85.7% | $6,260-84.6% |