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 | $138,942 | $109,881+26.4% | $150,045-7.4% | $84,808+63.8% |
| Participation rate | 95.7% | 76.1%+19.6pp | 82.3%+13.3pp | 68.3%+27.3pp |
| Annual return | 20.02% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $3,716 | $3,561+4.3% | $4,693-20.8% | $2,631+41.2% |
| Participant deferral / active EE | $10,098 | $6,636+52.2% | $7,997+26.3% | $4,212+139.8% |
| Admin fee / account holder | $10,236 | $8,568+19.5% | $13,435-23.8% | $7,344+39.4% |