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 | $143,690 | $109,881+30.8% | $150,045-4.2% | $84,808+69.4% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 19.12% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $4,979 | $3,561+39.8% | $4,693+6.1% | $2,631+89.2% |
| Participant deferral / active EE | $9,249 | $6,636+39.4% | $7,997+15.7% | $4,212+119.6% |
| Admin fee / account holder | $8,459 | $8,568-1.3% | $13,435-37.0% | $7,344+15.2% |