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 8-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 | $140,037 | $80,673+73.6% | $101,326+38.2% | $84,808+65.1% |
| Participation rate | 88.9% | 77.8%+11.1pp | 81.5%+7.4pp | 68.3%+20.6pp |
| Annual return | 16.53% | 38.95%-22.4pp | 36.82%-20.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $4,425 | $2,698+64.0% | $3,665+20.7% | $2,631+68.2% |
| Participant deferral / active EE | $10,979 | $6,840+60.5% | $7,994+37.3% | $4,212+160.7% |
| Admin fee / account holder | $3,770 | $12,784-70.5% | $11,185-66.3% | $7,344-48.7% |