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 | $134,716 | $94,625+42.4% | $116,228+15.9% | $84,808+58.8% |
| Participation rate | 83.3% | 70.4%+12.9pp | 74.6%+8.8pp | 68.3%+15.0pp |
| Annual return | 16.18% | 20.40%-4.2pp | 90.06%-73.9pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,033 | $2,347+29.3% | $2,994+1.3% | $2,631+15.3% |
| Participant deferral / active EE | $4,324 | $3,972+8.9% | $4,953-12.7% | $4,212+2.7% |
| Admin fee / account holder | $1,268 | $10,091-87.4% | $11,989-89.4% | $7,344-82.7% |