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 | $129,568 | $59,839+116.5% | $81,983+58.0% | $79,858+62.2% |
| Participation rate | 71.2% | 61.6%+9.6pp | 69.2%+1.9pp | 69.6%+1.6pp |
| Annual return | 14.58% | 17.56%-3.0pp | 41.31%-26.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $3,321 | $1,713+93.8% | $2,498+32.9% | $2,471+34.4% |
| Participant deferral / active EE | $8,631 | $2,695+220.2% | $3,722+131.9% | $3,740+130.8% |
| Admin fee / account holder | $5,607 | $4,287+30.8% | $5,664-1.0% | $5,306+5.7% |