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 | $121,075 | $45,035+168.8% | $62,995+92.2% | $70,131+72.6% |
| Participation rate | 78.4% | 69.5%+8.9pp | 74.8%+3.6pp | 69.5%+8.8pp |
| Annual return | 19.62% | 18.76%+0.9pp | 87.57%-68.0pp | 73.14%-53.5pp |
| Employer contribution / active EE | $2,396 | $2,051+16.8% | $2,759-13.1% | $2,342+2.3% |
| Participant deferral / active EE | $4,311 | $2,465+74.9% | $3,329+29.5% | $3,332+29.4% |
| Admin fee / account holder | $3,694 | $2,834+30.3% | $3,600+2.6% | $4,645-20.5% |