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 | $130,128 | $72,492+79.5% | $87,100+49.4% | $72,985+78.3% |
| Participation rate | 93.8% | 72.8%+20.9pp | 76.9%+16.9pp | 69.5%+24.3pp |
| Annual return | 17.19% | 24.46%-7.3pp | 28.19%-11.0pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,181 | $1,894-37.6% | $2,521-53.2% | $2,440-51.6% |
| Participant deferral / active EE | $5,148 | $3,270+57.5% | $4,049+27.2% | $3,607+42.7% |
| Admin fee / account holder | $2,904 | $5,055-42.5% | $7,497-61.3% | $5,124-43.3% |