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 | $131,883 | $81,460+61.9% | $103,333+27.6% | $80,856+63.1% |
| Participation rate | 89.8% | 66.8%+23.0pp | 74.5%+15.3pp | 67.6%+22.2pp |
| Annual return | 11.36% | 25.55%-14.2pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $5,233 | $3,105+68.5% | $3,868+35.3% | $2,755+90.0% |
| Participant deferral / active EE | $7,878 | $3,869+103.6% | $5,057+55.8% | $4,296+83.4% |
| Admin fee / account holder | $5,328 | $6,566-18.9% | $8,355-36.2% | $6,918-23.0% |