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 | $137,032 | $109,881+24.7% | $150,045-8.7% | $84,808+61.6% |
| Participation rate | 81.8% | 76.1%+5.7pp | 82.3%-0.5pp | 68.3%+13.5pp |
| Annual return | 18.15% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $4,181 | $3,561+17.4% | $4,693-10.9% | $2,631+58.9% |
| Participant deferral / active EE | $7,229 | $6,636+8.9% | $7,997-9.6% | $4,212+71.6% |
| Admin fee / account holder | $2,028 | $8,568-76.3% | $13,435-84.9% | $7,344-72.4% |