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 | $109,412 | $72,492+50.9% | $87,100+25.6% | $72,985+49.9% |
| Participation rate | 85.4% | 72.8%+12.6pp | 76.9%+8.5pp | 69.5%+15.9pp |
| Annual return | 22.29% | 24.46%-2.2pp | 28.19%-5.9pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,583 | $1,894-16.4% | $2,521-37.2% | $2,440-35.1% |
| Participant deferral / active EE | $4,308 | $3,270+31.8% | $4,049+6.4% | $3,607+19.4% |
| Admin fee / account holder | $1,214 | $5,055-76.0% | $7,497-83.8% | $5,124-76.3% |