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 | $140,347 | $60,892+130.5% | $82,389+70.3% | $84,808+65.5% |
| Participation rate | 72.4% | 63.3%+9.1pp | 69.5%+2.9pp | 68.3%+4.1pp |
| Annual return | 16.35% | 37.29%-20.9pp | 28.67%-12.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,000 | $1,779+12.4% | $2,517-20.5% | $2,631-24.0% |
| Participant deferral / active EE | $3,570 | $3,179+12.3% | $4,155-14.1% | $4,212-15.2% |
| Admin fee / account holder | $1,237 | $5,467-77.4% | $7,231-82.9% | $7,344-83.2% |