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 | $125,223 | $109,359+14.5% | $162,163-22.8% | $72,985+71.6% |
| Participation rate | 92.0% | 84.3%+7.7pp | 87.6%+4.4pp | 69.5%+22.5pp |
| Annual return | 33.76% | 25.46%+8.3pp | 115.59%-81.8pp | 81.00%-47.2pp |
| Employer contribution / active EE | $2,725 | $3,907-30.2% | $5,614-51.5% | $2,440+11.7% |
| Participant deferral / active EE | $10,547 | $5,481+92.4% | $7,298+44.5% | $3,607+192.4% |
| Admin fee / account holder | $4,622 | $7,972-42.0% | $10,843-57.4% | $5,124-9.8% |