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 | $127,784 | $83,477+53.1% | $125,175+2.1% | $72,985+75.1% |
| Participation rate | 80.8% | 73.3%+7.5pp | 79.8%+1.0pp | 69.5%+11.3pp |
| Annual return | 21.18% | 25.78%-4.6pp | 43.79%-22.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $2,448 | $2,345+4.4% | $3,865-36.7% | $2,440+0.3% |
| Participant deferral / active EE | $4,459 | $3,585+24.4% | $4,937-9.7% | $3,607+23.6% |
| Admin fee / account holder | $25,364 | $5,517+359.7% | $9,702+161.4% | $5,124+395.0% |