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 | $134,833 | $95,803+40.7% | $113,168+19.1% | $84,808+59.0% |
| Participation rate | 75.0% | 72.9%+2.1pp | 76.6%-1.6pp | 68.3%+6.7pp |
| Annual return | 12.31% | 25.00%-12.7pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,343 | $2,360-43.1% | $2,975-54.9% | $2,631-48.9% |
| Participant deferral / active EE | $4,487 | $4,242+5.8% | $5,107-12.1% | $4,212+6.5% |
| Admin fee / account holder | $11,372 | $8,989+26.5% | $12,068-5.8% | $7,344+54.9% |