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 | $112,965 | $72,492+55.8% | $87,100+29.7% | $72,985+54.8% |
| Participation rate | 82.9% | 72.8%+10.1pp | 76.9%+6.1pp | 69.5%+13.4pp |
| Annual return | 22.62% | 24.46%-1.8pp | 28.19%-5.6pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,354 | $1,894-28.5% | $2,521-46.3% | $2,440-44.5% |
| Participant deferral / active EE | $4,560 | $3,270+39.5% | $4,049+12.6% | $3,607+26.4% |
| Admin fee / account holder | $5,932 | $5,055+17.4% | $7,497-20.9% | $5,124+15.8% |