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 | $130,098 | $101,724+27.9% | $164,813-21.1% | $80,856+60.9% |
| Participation rate | 90.7% | 71.8%+18.9pp | 78.6%+12.1pp | 67.6%+23.1pp |
| Annual return | 14.48% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $4,638 | $2,953+57.0% | $4,341+6.9% | $2,755+68.4% |
| Participant deferral / active EE | $6,118 | $4,477+36.6% | $6,031+1.4% | $4,296+42.4% |
| Admin fee / account holder | $1,960 | $8,227-76.2% | $12,690-84.6% | $6,918-71.7% |