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 | $139,797 | $80,968+72.7% | $96,544+44.8% | $75,163+86.0% |
| Participation rate | 85.4% | 71.8%+13.6pp | 76.0%+9.5pp | 67.2%+18.2pp |
| Annual return | 16.84% | 27.06%-10.2pp | 25.84%-9.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,045 | $2,282+33.4% | $2,965+2.7% | $2,670+14.0% |
| Participant deferral / active EE | $7,087 | $3,928+80.4% | $4,851+46.1% | $4,125+71.8% |
| Admin fee / account holder | $1,316 | $6,724-80.4% | $8,252-84.1% | $5,651-76.7% |