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 | $120,934 | $109,881+10.1% | $150,045-19.4% | $84,808+42.6% |
| Participation rate | 76.5% | 76.1%+0.4pp | 82.3%-5.9pp | 68.3%+8.2pp |
| Annual return | 14.79% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,185 | $3,561+17.5% | $4,693-10.8% | $2,631+59.1% |
| Participant deferral / active EE | $6,278 | $6,636-5.4% | $7,997-21.5% | $4,212+49.1% |
| Admin fee / account holder | $18,657 | $8,568+117.8% | $13,435+38.9% | $7,344+154.1% |