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 | $131,292 | $63,764+105.9% | $81,930+60.2% | $79,858+64.4% |
| Participation rate | 80.5% | 67.5%+13.0pp | 72.0%+8.5pp | 69.6%+10.9pp |
| Annual return | 17.38% | 22.66%-5.3pp | 29.49%-12.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,005 | $1,795-44.0% | $4,310-76.7% | $2,471-59.3% |
| Participant deferral / active EE | $2,779 | $2,7800% | $7,107-60.9% | $3,740-25.7% |
| Admin fee / account holder | $6,330 | $4,426+43.0% | $5,158+22.7% | $5,306+19.3% |