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 | $132,727 | $63,764+108.2% | $81,930+62.0% | $79,858+66.2% |
| Participation rate | 95.7% | 67.5%+28.2pp | 72.0%+23.7pp | 69.6%+26.1pp |
| Annual return | 17.67% | 22.66%-5.0pp | 29.49%-11.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $3,314 | $1,795+84.6% | $4,310-23.1% | $2,471+34.1% |
| Participant deferral / active EE | $5,040 | $2,780+81.3% | $7,107-29.1% | $3,740+34.8% |
| Admin fee / account holder | $15,511 | $4,426+250.4% | $5,158+200.7% | $5,306+192.3% |