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 | $131,313 | $95,803+37.1% | $113,168+16.0% | $84,808+54.8% |
| Participation rate | 89.7% | 72.9%+16.9pp | 76.6%+13.2pp | 68.3%+21.4pp |
| Annual return | 18.91% | 25.00%-6.1pp | 24.27%-5.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $17,426 | $2,360+638.4% | $2,975+485.7% | $2,631+562.3% |
| Participant deferral / active EE | $3,370 | $4,242-20.6% | $5,107-34.0% | $4,212-20.0% |
| Admin fee / account holder | $5,410 | $8,989-39.8% | $12,068-55.2% | $7,344-26.3% |