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 | $128,131 | $80,968+58.2% | $96,544+32.7% | $75,163+70.5% |
| Participation rate | 98.9% | 71.8%+27.1pp | 76.0%+22.9pp | 67.2%+31.7pp |
| Annual return | 26.34% | 27.06%-0.7pp | 25.84%+0.5pp | 160.62%-134.3pp |
| Employer contribution / active EE | $2,869 | $2,282+25.8% | $2,965-3.2% | $2,670+7.5% |
| Participant deferral / active EE | $5,397 | $3,928+37.4% | $4,851+11.3% | $4,125+30.8% |
| Admin fee / account holder | $7,076 | $6,724+5.2% | $8,252-14.3% | $5,651+25.2% |