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 | $133,402 | $94,625+41.0% | $116,228+14.8% | $84,808+57.3% |
| Participation rate | 77.3% | 70.4%+6.8pp | 74.6%+2.7pp | 68.3%+9.0pp |
| Annual return | 16.17% | 20.40%-4.2pp | 90.06%-73.9pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,867 | $2,347+22.2% | $2,994-4.2% | $2,631+9.0% |
| Participant deferral / active EE | $5,376 | $3,972+35.4% | $4,953+8.5% | $4,212+27.7% |
| Admin fee / account holder | $9,876 | $10,091-2.1% | $11,989-17.6% | $7,344+34.5% |