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 | $134,227 | $86,929+54.4% | $102,423+31.1% | $80,856+66.0% |
| Participation rate | 84.5% | 72.4%+12.1pp | 76.5%+8.0pp | 67.6%+16.9pp |
| Annual return | 25.07% | 18.88%+6.2pp | 29.32%-4.3pp | 35.59%-10.5pp |
| Employer contribution / active EE | $5,863 | $2,369+147.4% | $3,023+93.9% | $2,755+112.8% |
| Participant deferral / active EE | $8,586 | $4,118+108.5% | $5,053+69.9% | $4,296+99.9% |
| Admin fee / account holder | $13,802 | $8,049+71.5% | $9,451+46.0% | $6,918+99.5% |