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 | $115,350 | $74,927+53.9% | $101,794+13.3% | $84,808+36.0% |
| Participation rate | 78.6% | 61.4%+17.2pp | 69.2%+9.4pp | 68.3%+10.3pp |
| Annual return | 14.26% | 18.70%-4.4pp | 30.53%-16.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,766 | $1,522+16.0% | $2,289-22.9% | $2,631-32.9% |
| Participant deferral / active EE | $5,455 | $3,099+76.0% | $4,084+33.6% | $4,212+29.5% |
| Admin fee / account holder | $7,505 | $6,514+15.2% | $8,777-14.5% | $7,344+2.2% |