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 | $117,579 | $80,717+45.7% | $154,803-24.0% | $84,808+38.6% |
| Participation rate | 97.9% | 66.8%+31.1pp | 78.1%+19.8pp | 68.3%+29.6pp |
| Annual return | 13.52% | 37.96%-24.4pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $9,668 | $2,761+250.1% | $4,305+124.5% | $2,631+267.5% |
| Participant deferral / active EE | $3,666 | $3,303+11.0% | $5,540-33.8% | $4,212-13.0% |
| Admin fee / account holder | $8,043 | $6,746+19.2% | $14,329-43.9% | $7,344+9.5% |