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 | $118,212 | $78,926+49.8% | $136,749-13.6% | $84,808+39.4% |
| Participation rate | 73.0% | 62.2%+10.8pp | 72.1%+0.8pp | 68.3%+4.7pp |
| Annual return | 18.34% | 18.17%+0.2pp | 24.33%-6.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,843 | $2,134+33.2% | $3,400-16.4% | $2,631+8.1% |
| Participant deferral / active EE | $6,546 | $3,168+106.6% | $4,692+39.5% | $4,212+55.4% |
| Admin fee / account holder | $7,495 | $6,369+17.7% | $11,386-34.2% | $7,344+2.1% |