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 9-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 | $112,349 | $80,673+39.3% | $101,326+10.9% | $84,808+32.5% |
| Participation rate | 85.5% | 77.8%+7.7pp | 81.5%+4.0pp | 68.3%+17.1pp |
| Annual return | 18.83% | 38.95%-20.1pp | 36.82%-18.0pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,624 | $2,698+34.3% | $3,665-1.1% | $2,631+37.8% |
| Participant deferral / active EE | $16,366 | $6,840+139.3% | $7,994+104.7% | $4,212+288.6% |
| Admin fee / account holder | $8,237 | $12,784-35.6% | $11,185-26.4% | $7,344+12.2% |