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 | $137,352 | $74,927+83.3% | $101,794+34.9% | $84,808+62.0% |
| Participation rate | 85.3% | 61.4%+23.9pp | 69.2%+16.1pp | 68.3%+17.0pp |
| Annual return | 15.47% | 18.70%-3.2pp | 30.53%-15.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,642 | $1,522+7.9% | $2,289-28.3% | $2,631-37.6% |
| Participant deferral / active EE | $4,445 | $3,099+43.4% | $4,084+8.8% | $4,212+5.5% |
| Admin fee / account holder | $14,590 | $6,514+124.0% | $8,777+66.2% | $7,344+98.7% |