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 | $125,487 | $109,881+14.2% | $150,045-16.4% | $84,808+48.0% |
| Participation rate | 95.2% | 76.1%+19.2pp | 82.3%+12.9pp | 68.3%+26.9pp |
| Annual return | 15.47% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $5,875 | $3,561+65.0% | $4,693+25.2% | $2,631+123.3% |
| Participant deferral / active EE | $7,832 | $6,636+18.0% | $7,997-2.1% | $4,212+86.0% |
| Admin fee / account holder | $8,862 | $8,568+3.4% | $13,435-34.0% | $7,344+20.7% |