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 | $133,644 | $74,927+78.4% | $101,794+31.3% | $84,808+57.6% |
| Participation rate | 74.4% | 61.4%+13.0pp | 69.2%+5.2pp | 68.3%+6.1pp |
| Annual return | 16.10% | 18.70%-2.6pp | 30.53%-14.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,859 | $1,522+22.2% | $2,289-18.8% | $2,631-29.3% |
| Participant deferral / active EE | $5,410 | $3,099+74.6% | $4,084+32.5% | $4,212+28.5% |
| Admin fee / account holder | $3,360 | $6,514-48.4% | $8,777-61.7% | $7,344-54.2% |