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 | $119,238 | $72,492+64.5% | $87,100+36.9% | $72,985+63.4% |
| Participation rate | 78.0% | 72.8%+5.2pp | 76.9%+1.1pp | 69.5%+8.5pp |
| Annual return | 23.77% | 24.46%-0.7pp | 28.19%-4.4pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,716 | $1,894-9.4% | $2,521-31.9% | $2,440-29.7% |
| Participant deferral / active EE | $6,050 | $3,270+85.0% | $4,049+49.4% | $3,607+67.7% |
| Admin fee / account holder | $4,244 | $5,055-16.0% | $7,497-43.4% | $5,124-17.2% |