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 | $130,724 | $74,927+74.5% | $101,794+28.4% | $84,808+54.1% |
| Participation rate | 96.6% | 61.4%+35.1pp | 69.2%+27.4pp | 68.3%+28.2pp |
| Annual return | 16.50% | 18.70%-2.2pp | 30.53%-14.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $8,979 | $1,522+490.0% | $2,289+292.3% | $2,631+241.3% |
| Participant deferral / active EE | $5,353 | $3,099+72.7% | $4,084+31.1% | $4,212+27.1% |
| Admin fee / account holder | $7,480 | $6,514+14.8% | $8,777-14.8% | $7,344+1.9% |