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 | $139,644 | $77,503+80.2% | $100,391+39.1% | $80,856+72.7% |
| Participation rate | 83.3% | 76.9%+6.4pp | 81.5%+1.9pp | 67.6%+15.7pp |
| Annual return | 13.68% | 37.20%-23.5pp | 49.20%-35.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,277 | $2,801+17.0% | $3,942-16.9% | $2,755+18.9% |
| Participant deferral / active EE | $8,252 | $6,820+21.0% | $8,082+2.1% | $4,296+92.1% |
| Admin fee / account holder | $317 | $5,897-94.6% | $7,899-96.0% | $6,918-95.4% |