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 | $128,084 | $62,586+104.7% | $76,768+66.8% | $64,186+99.6% |
| Participation rate | 94.7% | 72.8%+21.9pp | 77.0%+17.8pp | 69.6%+25.2pp |
| Annual return | 8.38% | -1.95%+10.3pp | 2.43%+6.0pp | 7.63%+0.7pp |
| Employer contribution / active EE | $2,297 | $1,832+25.4% | $2,485-7.6% | $2,381-3.5% |
| Participant deferral / active EE | $4,473 | $3,145+42.2% | $3,852+16.1% | $3,470+28.9% |
| Admin fee / account holder | $10,896 | $4,667+133.5% | $6,675+63.2% | $4,888+122.9% |