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 | $113,358 | $61,280+85.0% | $69,780+62.4% | $84,808+33.7% |
| Participation rate | 81.5% | 73.6%+7.9pp | 79.3%+2.2pp | 68.3%+13.2pp |
| Annual return | 16.23% | 12.93%+3.3pp | 26.31%-10.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,527 | $3,577-1.4% | $4,168-15.4% | $2,631+34.1% |
| Participant deferral / active EE | $6,487 | $3,756+72.7% | $6,164+5.2% | $4,212+54.0% |
| Admin fee / account holder | $7,281 | $6,026+20.8% | $7,285-0.1% | $7,344-0.9% |