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 | $134,847 | $60,022+124.7% | $88,946+51.6% | $84,808+59.0% |
| Participation rate | 74.4% | 57.8%+16.6pp | 68.8%+5.6pp | 68.3%+6.1pp |
| Annual return | 23.21% | 22.43%+0.8pp | 57.82%-34.6pp | 40.90%-17.7pp |
| Employer contribution / active EE | $1,620 | $1,703-4.9% | $2,555-36.6% | $2,631-38.4% |
| Participant deferral / active EE | $4,913 | $3,114+57.8% | $4,581+7.2% | $4,212+16.7% |
| Admin fee / account holder | $2,978 | $4,811-38.1% | $8,261-64.0% | $7,344-59.5% |