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 | $113,458 | $68,719+65.1% | $91,541+23.9% | $84,808+33.8% |
| Participation rate | 82.8% | 64.5%+18.3pp | 69.8%+13.0pp | 68.3%+14.4pp |
| Annual return | 21.13% | 19.12%+2.0pp | 20.50%+0.6pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,240 | $1,920-35.4% | $2,505-50.5% | $2,631-52.9% |
| Participant deferral / active EE | $3,893 | $3,136+24.1% | $4,008-2.9% | $4,212-7.6% |
| Admin fee / account holder | $781 | $5,786-86.5% | $6,956-88.8% | $7,344-89.4% |