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 | $122,016 | $109,881+11.0% | $150,045-18.7% | $84,808+43.9% |
| Participation rate | 94.4% | 76.1%+18.3pp | 82.3%+12.0pp | 68.3%+26.1pp |
| Annual return | 15.18% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $4,261 | $3,561+19.6% | $4,693-9.2% | $2,631+61.9% |
| Participant deferral / active EE | $10,462 | $6,636+57.7% | $7,997+30.8% | $4,212+148.4% |
| Admin fee / account holder | $8,904 | $8,568+3.9% | $13,435-33.7% | $7,344+21.2% |