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 | $121,685 | $88,634+37.3% | $101,326+20.1% | $74,304+63.8% |
| Participation rate | 91.6% | 76.9%+14.7pp | 81.5%+10.1pp | 60.3%+31.2pp |
| Annual return | 15.92% | 33.10%-17.2pp | 36.82%-20.9pp | 29.43%-13.5pp |
| Employer contribution / active EE | $4,067 | $2,930+38.8% | $3,665+11.0% | $2,241+81.5% |
| Participant deferral / active EE | $11,706 | $7,322+59.9% | $7,994+46.4% | $3,767+210.7% |
| Admin fee / account holder | $5,218 | $2,425+115.2% | $11,185-53.3% | $2,969+75.8% |