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 | $128,628 | $78,422+64.0% | $95,952+34.1% | $79,858+61.1% |
| Participation rate | 95.2% | 73.5%+21.8pp | 77.1%+18.2pp | 69.6%+25.6pp |
| Annual return | 19.58% | 19.37%+0.2pp | 91.61%-72.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $2,897 | $1,945+48.9% | $2,541+14.0% | $2,471+17.3% |
| Participant deferral / active EE | $5,497 | $3,440+59.8% | $4,167+31.9% | $3,740+47.0% |
| Admin fee / account holder | $3,878 | $5,622-31.0% | $6,795-42.9% | $5,306-26.9% |