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 | $124,504 | $95,803+30.0% | $113,168+10.0% | $84,808+46.8% |
| Participation rate | 70.4% | 72.9%-2.5pp | 76.6%-6.2pp | 68.3%+2.1pp |
| Annual return | 19.18% | 25.00%-5.8pp | 24.27%-5.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,850 | $2,360-21.6% | $2,975-37.8% | $2,631-29.7% |
| Participant deferral / active EE | $4,449 | $4,242+4.9% | $5,107-12.9% | $4,212+5.6% |
| Admin fee / account holder | $12,993 | $8,989+44.5% | $12,068+7.7% | $7,344+76.9% |