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 | $137,124 | $109,881+24.8% | $150,045-8.6% | $84,808+61.7% |
| Participation rate | 82.5% | 76.1%+6.4pp | 82.3%+0.2pp | 68.3%+14.2pp |
| Annual return | 20.61% | 28.25%-7.6pp | 62.55%-41.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,106 | $3,561-68.9% | $4,693-76.4% | $2,631-58.0% |
| Participant deferral / active EE | $11,153 | $6,636+68.1% | $7,997+39.5% | $4,212+164.8% |
| Admin fee / account holder | $894 | $8,568-89.6% | $13,435-93.3% | $7,344-87.8% |