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 | $116,592 | $109,881+6.1% | $150,045-22.3% | $84,808+37.5% |
| Participation rate | 97.0% | 76.1%+20.9pp | 82.3%+14.6pp | 68.3%+28.7pp |
| Annual return | 20.38% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $3,334 | $3,561-6.4% | $4,693-29.0% | $2,631+26.7% |
| Participant deferral / active EE | $7,471 | $6,636+12.6% | $7,997-6.6% | $4,212+77.4% |
| Admin fee / account holder | $14,517 | $8,568+69.4% | $13,435+8.1% | $7,344+97.7% |