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 | $127,285 | $94,625+34.5% | $116,228+9.5% | $84,808+50.1% |
| Participation rate | 87.5% | 70.4%+17.1pp | 74.6%+12.9pp | 68.3%+19.2pp |
| Annual return | 13.70% | 20.40%-6.7pp | 90.06%-76.4pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,896 | $2,347+23.4% | $2,994-3.3% | $2,631+10.1% |
| Participant deferral / active EE | $5,248 | $3,972+32.1% | $4,953+6.0% | $4,212+24.6% |
| Admin fee / account holder | $12,057 | $10,091+19.5% | $11,989+0.6% | $7,344+64.2% |