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 | $117,732 | $109,881+7.1% | $150,045-21.5% | $84,808+38.8% |
| Participation rate | 94.8% | 76.1%+18.7pp | 82.3%+12.5pp | 68.3%+26.5pp |
| Annual return | 20.77% | 28.25%-7.5pp | 62.55%-41.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $5,557 | $3,561+56.0% | $4,693+18.4% | $2,631+111.2% |
| Participant deferral / active EE | $7,699 | $6,636+16.0% | $7,997-3.7% | $4,212+82.8% |
| Admin fee / account holder | $13,486 | $8,568+57.4% | $13,435+0.4% | $7,344+83.6% |