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 | $144,831 | $80,673+79.5% | $101,326+42.9% | $84,808+70.8% |
| Participation rate | 97.5% | 77.8%+19.7pp | 81.5%+16.0pp | 68.3%+29.2pp |
| Annual return | 17.37% | 38.95%-21.6pp | 36.82%-19.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $14,446 | $2,698+435.5% | $3,665+294.1% | $2,631+449.1% |
| Participant deferral / active EE | $11,791 | $6,840+72.4% | $7,994+47.5% | $4,212+180.0% |
| Admin fee / account holder | $1,229 | $12,784-90.4% | $11,185-89.0% | $7,344-83.3% |