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 | $132,429 | $74,927+76.7% | $101,794+30.1% | $84,808+56.2% |
| Participation rate | 93.0% | 61.4%+31.6pp | 69.2%+23.8pp | 68.3%+24.7pp |
| Annual return | 15.49% | 18.70%-3.2pp | 30.53%-15.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,252 | $1,522+179.4% | $2,289+85.8% | $2,631+61.6% |
| Participant deferral / active EE | $5,721 | $3,099+84.6% | $4,084+40.1% | $4,212+35.9% |
| Admin fee / account holder | $1,277 | $6,514-80.4% | $8,777-85.4% | $7,344-82.6% |