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 | $137,209 | $93,170+47.3% | $100,534+36.5% | $84,808+61.8% |
| Participation rate | 75.6% | 75.8%-0.3pp | 80.6%-5.1pp | 68.3%+7.2pp |
| Annual return | 15.52% | 47.13%-31.6pp | 32.66%-17.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,186 | $3,985+5.1% | $4,346-3.7% | $2,631+59.1% |
| Participant deferral / active EE | $9,575 | $5,699+68.0% | $6,144+55.8% | $4,212+127.3% |
| Admin fee / account holder | $5,833 | $7,382-21.0% | $7,654-23.8% | $7,344-20.6% |