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 | $120,418 | $83,477+44.3% | $125,175-3.8% | $72,985+65.0% |
| Participation rate | 92.7% | 73.3%+19.4pp | 79.8%+12.9pp | 69.5%+23.2pp |
| Annual return | 21.24% | 25.78%-4.5pp | 43.79%-22.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $7,073 | $2,345+201.6% | $3,865+83.0% | $2,440+189.9% |
| Participant deferral / active EE | $4,440 | $3,585+23.8% | $4,937-10.1% | $3,607+23.1% |
| Admin fee / account holder | $8,053 | $5,517+46.0% | $9,702-17.0% | $5,124+57.2% |