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 | $127,337 | $74,927+69.9% | $101,794+25.1% | $84,808+50.1% |
| Participation rate | 98.8% | 61.4%+37.4pp | 69.2%+29.6pp | 68.3%+30.5pp |
| Annual return | 15.76% | 18.70%-2.9pp | 30.53%-14.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,307 | $1,522+117.3% | $2,289+44.5% | $2,631+25.7% |
| Participant deferral / active EE | $5,803 | $3,099+87.2% | $4,084+42.1% | $4,212+37.8% |
| Admin fee / account holder | $7,502 | $6,514+15.2% | $8,777-14.5% | $7,344+2.2% |