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 | $117,086 | $109,881+6.6% | $150,045-22.0% | $84,808+38.1% |
| Participation rate | 97.6% | 76.1%+21.5pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 20.16% | 28.25%-8.1pp | 62.55%-42.4pp | 40.90%-20.7pp |
| Employer contribution / active EE | $6,155 | $3,561+72.8% | $4,693+31.1% | $2,631+133.9% |
| Participant deferral / active EE | $15,497 | $6,636+133.5% | $7,997+93.8% | $4,212+268.0% |
| Admin fee / account holder | $5,586 | $8,568-34.8% | $13,435-58.4% | $7,344-23.9% |