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 9-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 | $112,302 | $109,881+2.2% | $150,045-25.2% | $84,808+32.4% |
| Participation rate | 83.8% | 76.1%+7.7pp | 82.3%+1.5pp | 68.3%+15.5pp |
| Annual return | 19.41% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $5,045 | $3,561+41.7% | $4,693+7.5% | $2,631+91.8% |
| Participant deferral / active EE | $11,517 | $6,636+73.6% | $7,997+44.0% | $4,212+173.5% |
| Admin fee / account holder | $10,542 | $8,568+23.0% | $13,435-21.5% | $7,344+43.6% |