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 | $126,508 | $67,606+87.1% | $82,313+53.7% | $70,131+80.4% |
| Participation rate | 98.3% | 72.8%+25.6pp | 76.9%+21.4pp | 69.5%+28.8pp |
| Annual return | 18.72% | 21.57%-2.8pp | 25.88%-7.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $996 | $1,755-43.2% | $2,428-59.0% | $2,342-57.5% |
| Participant deferral / active EE | $4,930 | $2,987+65.0% | $3,706+33.0% | $3,332+48.0% |
| Admin fee / account holder | $1,662 | $4,512-63.2% | $5,608-70.4% | $4,645-64.2% |