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 | $134,502 | $88,707+51.6% | $74,183+81.3% | $273,961-50.9% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 10.56% | 11.94%-1.4pp | 17.74%-7.2pp | 41.45%-30.9pp |
| Employer contribution / active EE | $3,595 | $3,159+13.8% | $2,370+51.7% | $4,869-26.2% |
| Participant deferral / active EE | $4,793 | $4,212+13.8% | $3,550+35.0% | $5,287-9.3% |
| Admin fee / account holder | $2,737 | $8,717-68.6% | $5,586-51.0% | $10,132-73.0% |