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 | $130,904 | $65,365+100.3% | $92,893+40.9% | $72,985+79.4% |
| Participation rate | 78.3% | 68.3%+9.9pp | 76.0%+2.3pp | 69.5%+8.8pp |
| Annual return | 16.96% | 42.10%-25.1pp | 109.41%-92.5pp | 81.00%-64.0pp |
| Employer contribution / active EE | $1,925 | $2,594-25.8% | $3,653-47.3% | $2,440-21.1% |
| Participant deferral / active EE | $4,763 | $3,128+52.2% | $4,236+12.4% | $3,607+32.0% |
| Admin fee / account holder | $9,223 | $4,251+116.9% | $5,794+59.2% | $5,124+80.0% |