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 | $121,255 | $210,408-42.4% | $153,485-21.0% | $145,922-16.9% |
| Participation rate | 88.2% | 82.1%+6.1pp | 77.1%+11.2pp | 80.3%+8.0pp |
| Annual return | 13.99% | 13.37%+0.6pp | 15.65%-1.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $4,195 | $6,048-30.6% | $5,039-16.8% | $4,660-10.0% |
| Participant deferral / active EE | $7,913 | $7,975-0.8% | $6,757+17.1% | $6,688+18.3% |
| Admin fee / account holder | $9,222 | $19,419-52.5% | $12,724-27.5% | $13,397-31.2% |