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 | $118,734 | $81,460+45.8% | $103,333+14.9% | $80,856+46.8% |
| Participation rate | 80.5% | 66.8%+13.6pp | 74.5%+6.0pp | 67.6%+12.8pp |
| Annual return | 14.57% | 25.55%-11.0pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,419 | $3,105+10.1% | $3,868-11.6% | $2,755+24.1% |
| Participant deferral / active EE | $7,668 | $3,869+98.2% | $5,057+51.6% | $4,296+78.5% |
| Admin fee / account holder | $7,438 | $6,566+13.3% | $8,355-11.0% | $6,918+7.5% |