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 | $127,065 | $93,170+36.4% | $100,534+26.4% | $84,808+49.8% |
| Participation rate | 92.6% | 75.8%+16.7pp | 80.6%+12.0pp | 68.3%+24.3pp |
| Annual return | 14.73% | 47.13%-32.4pp | 32.66%-17.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,244 | $3,985-43.7% | $4,346-48.4% | $2,631-14.7% |
| Participant deferral / active EE | $6,788 | $5,699+19.1% | $6,144+10.5% | $4,212+61.2% |
| Admin fee / account holder | $12,697 | $7,382+72.0% | $7,654+65.9% | $7,344+72.9% |