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 | $114,703 | $65,365+75.5% | $92,893+23.5% | $72,985+57.2% |
| Participation rate | 95.1% | 68.3%+26.8pp | 76.0%+19.1pp | 69.5%+25.6pp |
| Annual return | 23.36% | 42.10%-18.7pp | 109.41%-86.1pp | 81.00%-57.6pp |
| Employer contribution / active EE | $3,284 | $2,594+26.6% | $3,653-10.1% | $2,440+34.6% |
| Participant deferral / active EE | $7,417 | $3,128+137.1% | $4,236+75.1% | $3,607+105.6% |
| Admin fee / account holder | $3,251 | $4,251-23.5% | $5,794-43.9% | $5,124-36.6% |