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 5-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 | $117,758 | $109,881+7.2% | $150,045-21.5% | $84,808+38.9% |
| Participation rate | 78.8% | 76.1%+2.7pp | 82.3%-3.5pp | 68.3%+10.5pp |
| Annual return | 21.87% | 28.25%-6.4pp | 62.55%-40.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $7,400 | $3,561+107.8% | $4,693+57.7% | $2,631+181.3% |
| Participant deferral / active EE | $10,804 | $6,636+62.8% | $7,997+35.1% | $4,212+156.5% |
| Admin fee / account holder | $16,519 | $8,568+92.8% | $13,435+23.0% | $7,344+124.9% |