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 | $108,960 | $72,492+50.3% | $87,100+25.1% | $72,985+49.3% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.9%-2.8pp | 69.5%+4.6pp |
| Annual return | 25.20% | 24.46%+0.7pp | 28.19%-3.0pp | 81.00%-55.8pp |
| Employer contribution / active EE | $2,176 | $1,894+14.9% | $2,521-13.7% | $2,440-10.8% |
| Participant deferral / active EE | $4,581 | $3,270+40.1% | $4,049+13.2% | $3,607+27.0% |
| Admin fee / account holder | $6,293 | $5,055+24.5% | $7,497-16.1% | $5,124+22.8% |