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 | $128,916 | $123,793+4.1% | $177,821-27.5% | $79,858+61.4% |
| Participation rate | 96.2% | 84.7%+11.5pp | 87.7%+8.4pp | 69.6%+26.5pp |
| Annual return | 17.82% | 22.82%-5.0pp | 48.32%-30.5pp | 31.71%-13.9pp |
| Employer contribution / active EE | $3,136 | $4,095-23.4% | $5,918-47.0% | $2,471+26.9% |
| Participant deferral / active EE | $5,933 | $5,956-0.4% | $7,714-23.1% | $3,740+58.6% |
| Admin fee / account holder | $7,937 | $7,243+9.6% | $12,427-36.1% | $5,306+49.6% |