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 | $129,604 | $76,367+69.7% | $93,606+38.5% | $72,985+77.6% |
| Participation rate | 72.1% | 71.7%+0.4pp | 75.8%-3.7pp | 69.5%+2.6pp |
| Annual return | 20.95% | 25.82%-4.9pp | 32.76%-11.8pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,279 | $2,275-43.8% | $2,718-52.9% | $2,440-47.6% |
| Participant deferral / active EE | $6,420 | $3,538+81.5% | $4,069+57.8% | $3,607+78.0% |
| Admin fee / account holder | $7,131 | $6,838+4.3% | $7,888-9.6% | $5,124+39.2% |