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 | $111,859 | $54,762+104.3% | $90,281+23.9% | $72,985+53.3% |
| Participation rate | 70.6% | 65.1%+5.4pp | 73.3%-2.7pp | 69.5%+1.1pp |
| Annual return | 26.32% | 30.63%-4.3pp | 78.10%-51.8pp | 81.00%-54.7pp |
| Employer contribution / active EE | $1,726 | $2,092-17.5% | $2,854-39.5% | $2,440-29.3% |
| Participant deferral / active EE | $4,929 | $2,887+70.7% | $3,885+26.9% | $3,607+36.6% |
| Admin fee / account holder | $14,663 | $3,972+269.1% | $5,351+174.0% | $5,124+186.1% |