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 | $133,322 | $81,460+63.7% | $103,333+29.0% | $80,856+64.9% |
| Participation rate | 97.0% | 66.8%+30.1pp | 74.5%+22.5pp | 67.6%+29.3pp |
| Annual return | 20.29% | 25.55%-5.3pp | 24.88%-4.6pp | 35.59%-15.3pp |
| Employer contribution / active EE | $2,004 | $3,105-35.5% | $3,868-48.2% | $2,755-27.3% |
| Participant deferral / active EE | $5,098 | $3,869+31.8% | $5,057+0.8% | $4,296+18.7% |
| Admin fee / account holder | $2,374 | $6,566-63.8% | $8,355-71.6% | $6,918-65.7% |