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 | $129,236 | $101,724+27.0% | $164,813-21.6% | $80,856+59.8% |
| Participation rate | 96.8% | 71.8%+24.9pp | 78.6%+18.2pp | 67.6%+29.1pp |
| Annual return | 19.43% | 16.72%+2.7pp | 69.93%-50.5pp | 35.59%-16.2pp |
| Employer contribution / active EE | $3,804 | $2,953+28.8% | $4,341-12.4% | $2,755+38.1% |
| Participant deferral / active EE | $9,254 | $4,477+106.7% | $6,031+53.4% | $4,296+115.4% |
| Admin fee / account holder | $4,094 | $8,227-50.2% | $12,690-67.7% | $6,918-40.8% |