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 | $143,488 | $94,625+51.6% | $116,228+23.5% | $84,808+69.2% |
| Participation rate | 94.3% | 70.4%+23.8pp | 74.6%+19.7pp | 68.3%+26.0pp |
| Annual return | 18.84% | 20.40%-1.6pp | 90.06%-71.2pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,259 | $2,347-46.4% | $2,994-58.0% | $2,631-52.2% |
| Participant deferral / active EE | $4,004 | $3,972+0.8% | $4,953-19.2% | $4,212-4.9% |
| Admin fee / account holder | $3,142 | $10,091-68.9% | $11,989-73.8% | $7,344-57.2% |