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 | $132,900 | $109,359+21.5% | $162,163-18.0% | $72,985+82.1% |
| Participation rate | 96.0% | 84.3%+11.7pp | 87.6%+8.4pp | 69.5%+26.5pp |
| Annual return | 20.19% | 25.46%-5.3pp | 115.59%-95.4pp | 81.00%-60.8pp |
| Employer contribution / active EE | $6,145 | $3,907+57.3% | $5,614+9.5% | $2,440+151.9% |
| Participant deferral / active EE | $10,551 | $5,481+92.5% | $7,298+44.6% | $3,607+192.5% |
| Admin fee / account holder | $4,016 | $7,972-49.6% | $10,843-63.0% | $5,124-21.6% |