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 | $140,825 | $116,875+20.5% | $131,982+6.7% | $116,875+20.5% |
| Participation rate | 96.6% | 74.5%+22.1pp | 86.8%+9.8pp | 74.5%+22.1pp |
| Annual return | 20.00% | 16.29%+3.7pp | -4.02%+24.0pp | 16.29%+3.7pp |
| Employer contribution / active EE | $3,919 | $3,288+19.2% | $3,768+4.0% | $3,288+19.2% |
| Participant deferral / active EE | $5,790 | $3,885+49.0% | $3,959+46.2% | $3,885+49.0% |
| Admin fee / account holder | $8,102 | $12,263-33.9% | $6,995+15.8% | $12,263-33.9% |