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 | $137,252 | $109,413+25.4% | $156,263-12.2% | $84,808+61.8% |
| Participation rate | 96.6% | 72.7%+23.9pp | 78.9%+17.6pp | 68.3%+28.2pp |
| Annual return | 15.05% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,236 | $2,907+11.3% | $4,333-25.3% | $2,631+23.0% |
| Participant deferral / active EE | $7,116 | $4,590+55.0% | $6,158+15.5% | $4,212+69.0% |
| Admin fee / account holder | $15,492 | $9,357+65.6% | $14,255+8.7% | $7,344+111.0% |