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 | $135,579 | $109,881+23.4% | $150,045-9.6% | $84,808+59.9% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 16.42% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,647 | $3,561+30.5% | $4,693-1.0% | $2,631+76.6% |
| Participant deferral / active EE | $11,461 | $6,636+72.7% | $7,997+43.3% | $4,212+172.1% |
| Admin fee / account holder | $9,586 | $8,568+11.9% | $13,435-28.6% | $7,344+30.5% |