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 | $137,855 | $100,326+37.4% | $180,183-23.5% | $84,808+62.6% |
| Participation rate | 89.7% | 71.0%+18.6pp | 77.4%+12.2pp | 68.3%+21.3pp |
| Annual return | 15.08% | 17.86%-2.8pp | 27.86%-12.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $4,332 | $3,269+32.5% | $5,039-14.0% | $2,631+64.6% |
| Participant deferral / active EE | $9,695 | $5,066+91.4% | $6,822+42.1% | $4,212+130.2% |
| Admin fee / account holder | $7,799 | $9,674-19.4% | $19,975-61.0% | $7,344+6.2% |