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 | $129,401 | $77,314+67.4% | $177,989-27.3% | $80,856+60.0% |
| Participation rate | 86.2% | 65.7%+20.5pp | 77.1%+9.1pp | 67.6%+18.6pp |
| Annual return | 19.15% | 18.09%+1.1pp | 294.48%-275.3pp | 35.59%-16.4pp |
| Employer contribution / active EE | $2,459 | $2,292+7.3% | $3,949-37.7% | $2,755-10.7% |
| Participant deferral / active EE | $13,437 | $4,411+204.7% | $6,276+114.1% | $4,296+212.8% |
| Admin fee / account holder | $11,855 | $7,191+64.9% | $10,363+14.4% | $6,918+71.4% |