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 | $117,585 | $109,413+7.5% | $156,263-24.8% | $84,808+38.6% |
| Participation rate | 79.1% | 72.7%+6.4pp | 78.9%+0.2pp | 68.3%+10.8pp |
| Annual return | 14.59% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $5,780 | $2,907+98.8% | $4,333+33.4% | $2,631+119.7% |
| Participant deferral / active EE | $2,890 | $4,590-37.0% | $6,158-53.1% | $4,212-31.4% |
| Admin fee / account holder | $9,792 | $9,357+4.6% | $14,255-31.3% | $7,344+33.3% |