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 | $141,172 | $109,881+28.5% | $150,045-5.9% | $84,808+66.5% |
| Participation rate | 71.1% | 76.1%-5.0pp | 82.3%-11.3pp | 68.3%+2.7pp |
| Annual return | 14.59% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,803 | $3,561+6.8% | $4,693-19.0% | $2,631+44.5% |
| Participant deferral / active EE | $8,019 | $6,636+20.8% | $7,997+0.3% | $4,212+90.4% |
| Admin fee / account holder | $7,735 | $8,568-9.7% | $13,435-42.4% | $7,344+5.3% |