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 | $139,980 | $95,803+46.1% | $113,168+23.7% | $84,808+65.1% |
| Participation rate | 95.8% | 72.9%+23.0pp | 76.6%+19.3pp | 68.3%+27.5pp |
| Annual return | 16.78% | 25.00%-8.2pp | 24.27%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,397 | $2,360+1.6% | $2,975-19.4% | $2,631-8.9% |
| Participant deferral / active EE | $5,055 | $4,242+19.2% | $5,107-1.0% | $4,212+20.0% |
| Admin fee / account holder | $5,880 | $8,989-34.6% | $12,068-51.3% | $7,344-19.9% |