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 | $126,443 | $60,022+110.7% | $88,946+42.2% | $84,808+49.1% |
| Participation rate | 96.4% | 57.8%+38.6pp | 68.8%+27.6pp | 68.3%+28.1pp |
| Annual return | 14.61% | 22.43%-7.8pp | 57.82%-43.2pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,335 | $1,703+37.1% | $2,555-8.6% | $2,631-11.3% |
| Participant deferral / active EE | $4,797 | $3,114+54.0% | $4,581+4.7% | $4,212+13.9% |
| Admin fee / account holder | $22,588 | $4,811+369.5% | $8,261+173.4% | $7,344+207.6% |