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 | $137,335 | $95,803+43.4% | $113,168+21.4% | $84,808+61.9% |
| Participation rate | 81.8% | 72.9%+9.0pp | 76.6%+5.3pp | 68.3%+13.5pp |
| Annual return | 15.65% | 25.00%-9.4pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,158 | $2,360+33.8% | $2,975+6.1% | $2,631+20.0% |
| Participant deferral / active EE | $6,172 | $4,242+45.5% | $5,107+20.9% | $4,212+46.5% |
| Admin fee / account holder | $9,881 | $8,989+9.9% | $12,068-18.1% | $7,344+34.5% |