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 | $141,761 | $72,492+95.6% | $87,100+62.8% | $72,985+94.2% |
| Participation rate | 71.4% | 72.8%-1.4pp | 76.9%-5.4pp | 69.5%+1.9pp |
| Annual return | 22.58% | 24.46%-1.9pp | 28.19%-5.6pp | 81.00%-58.4pp |
| Employer contribution / active EE | $2,640 | $1,894+39.4% | $2,521+4.7% | $2,440+8.2% |
| Participant deferral / active EE | $5,412 | $3,270+65.5% | $4,049+33.7% | $3,607+50.0% |
| Admin fee / account holder | $1,689 | $5,055-66.6% | $7,497-77.5% | $5,124-67.0% |