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 | $121,667 | $109,881+10.7% | $150,045-18.9% | $84,808+43.5% |
| Participation rate | 76.1% | 76.1%0pp | 82.3%-6.2pp | 68.3%+7.8pp |
| Annual return | 19.74% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $5,373 | $3,561+50.9% | $4,693+14.5% | $2,631+104.2% |
| Participant deferral / active EE | $10,881 | $6,636+64.0% | $7,997+36.1% | $4,212+158.4% |
| Admin fee / account holder | $4,397 | $8,568-48.7% | $13,435-67.3% | $7,344-40.1% |