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 | $136,288 | $85,766+58.9% | $136,2940% | $70,131+94.3% |
| Participation rate | 96.4% | 74.2%+22.3pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 15.15% | 31.45%-16.3pp | 5155.94%-5140.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $3,939 | $2,966+32.8% | $4,695-16.1% | $2,342+68.2% |
| Participant deferral / active EE | $5,219 | $5,051+3.3% | $6,247-16.5% | $3,332+56.6% |
| Admin fee / account holder | $897 | $5,420-83.4% | $9,243-90.3% | $4,645-80.7% |