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 | $119,934 | $74,927+60.1% | $101,794+17.8% | $84,808+41.4% |
| Participation rate | 83.3% | 61.4%+21.9pp | 69.2%+14.1pp | 68.3%+15.0pp |
| Annual return | 16.50% | 18.70%-2.2pp | 30.53%-14.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,022 | $1,522+32.9% | $2,289-11.7% | $2,631-23.1% |
| Participant deferral / active EE | $3,490 | $3,099+12.6% | $4,084-14.5% | $4,212-17.1% |
| Admin fee / account holder | $2,206 | $6,514-66.1% | $8,777-74.9% | $7,344-70.0% |