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 | $125,352 | $72,277+73.4% | $101,248+23.8% | $79,858+57.0% |
| Participation rate | 93.1% | 68.5%+24.6pp | 75.8%+17.3pp | 69.6%+23.5pp |
| Annual return | 16.16% | 22.30%-6.1pp | 46.47%-30.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,355 | $2,692-12.5% | $3,660-35.6% | $2,471-4.7% |
| Participant deferral / active EE | $3,774 | $3,282+15.0% | $4,370-13.6% | $3,740+0.9% |
| Admin fee / account holder | $2,259 | $4,400-48.7% | $5,945-62.0% | $5,306-57.4% |