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 | $141,466 | $63,355+123.3% | $91,989+53.8% | $72,985+93.8% |
| Participation rate | 95.6% | 72.5%+23.0pp | 78.6%+16.9pp | 69.5%+26.1pp |
| Annual return | 19.61% | 35.35%-15.7pp | 69.02%-49.4pp | 81.00%-61.4pp |
| Employer contribution / active EE | $4,538 | $2,116+114.5% | $3,452+31.5% | $2,440+86.0% |
| Participant deferral / active EE | $6,819 | $4,883+39.6% | $5,923+15.1% | $3,607+89.0% |
| Admin fee / account holder | $4,914 | $4,668+5.3% | $7,743-36.5% | $5,124-4.1% |