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 8-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 | $125,109 | $109,881+13.9% | $150,045-16.6% | $84,808+47.5% |
| Participation rate | 78.1% | 76.1%+2.0pp | 82.3%-4.2pp | 68.3%+9.8pp |
| Annual return | 19.33% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $9,810 | $3,561+175.5% | $4,693+109.0% | $2,631+272.8% |
| Participant deferral / active EE | $18,627 | $6,636+180.7% | $7,997+132.9% | $4,212+342.3% |
| Admin fee / account holder | $12,626 | $8,568+47.4% | $13,435-6.0% | $7,344+71.9% |