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 | $120,360 | $81,460+47.8% | $103,333+16.5% | $80,856+48.9% |
| Participation rate | 71.4% | 66.8%+4.6pp | 74.5%-3.1pp | 67.6%+3.8pp |
| Annual return | 25.30% | 25.55%-0.2pp | 24.88%+0.4pp | 35.59%-10.3pp |
| Employer contribution / active EE | $1,388 | $3,105-55.3% | $3,868-64.1% | $2,755-49.6% |
| Participant deferral / active EE | $3,593 | $3,869-7.1% | $5,057-29.0% | $4,296-16.4% |
| Admin fee / account holder | $2,941 | $6,566-55.2% | $8,355-64.8% | $6,918-57.5% |