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 | $117,487 | $83,477+40.7% | $125,175-6.1% | $72,985+61.0% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.5%+10.5pp |
| Annual return | 21.88% | 25.78%-3.9pp | 43.79%-21.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $947 | $2,345-59.6% | $3,865-75.5% | $2,440-61.2% |
| Participant deferral / active EE | $7,046 | $3,585+96.5% | $4,937+42.7% | $3,607+95.3% |
| Admin fee / account holder | $3,617 | $5,517-34.4% | $9,702-62.7% | $5,124-29.4% |