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 | $136,944 | $81,460+68.1% | $103,333+32.5% | $80,856+69.4% |
| Participation rate | 78.3% | 66.8%+11.5pp | 74.5%+3.8pp | 67.6%+10.7pp |
| Annual return | 13.35% | 25.55%-12.2pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,823 | $3,105-9.1% | $3,868-27.0% | $2,755+2.5% |
| Participant deferral / active EE | $8,531 | $3,869+120.5% | $5,057+68.7% | $4,296+98.6% |
| Admin fee / account holder | $6,523 | $6,566-0.7% | $8,355-21.9% | $6,918-5.7% |