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 | $122,486 | $93,571+30.9% | $135,903-9.9% | $75,163+63.0% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.8pp | 67.2%+24.5pp |
| Annual return | 17.84% | 30.90%-13.1pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $4,134 | $3,537+16.9% | $4,856-14.9% | $2,670+54.8% |
| Participant deferral / active EE | $8,609 | $6,404+34.4% | $7,758+11.0% | $4,125+108.7% |
| Admin fee / account holder | $5,930 | $6,975-15.0% | $10,762-44.9% | $5,651+4.9% |