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 | $138,604 | $89,753+54.4% | $107,525+28.9% | $84,808+63.4% |
| Participation rate | 78.8% | 68.1%+10.7pp | 75.1%+3.7pp | 68.3%+10.5pp |
| Annual return | 18.34% | 29.48%-11.1pp | 181.32%-163.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $6,690 | $3,113+114.9% | $3,754+78.2% | $2,631+154.3% |
| Participant deferral / active EE | $8,288 | $4,056+104.3% | $5,116+62.0% | $4,212+96.8% |
| Admin fee / account holder | $5,258 | $7,222-27.2% | $8,919-41.0% | $7,344-28.4% |