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 7-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 | $125,159 | $95,803+30.6% | $113,168+10.6% | $84,808+47.6% |
| Participation rate | 93.0% | 72.9%+20.2pp | 76.6%+16.5pp | 68.3%+24.7pp |
| Annual return | 18.53% | 25.00%-6.5pp | 24.27%-5.7pp | 40.90%-22.4pp |
| Employer contribution / active EE | $3,052 | $2,360+29.3% | $2,975+2.6% | $2,631+16.0% |
| Participant deferral / active EE | $5,466 | $4,242+28.9% | $5,107+7.0% | $4,212+29.8% |
| Admin fee / account holder | $5,328 | $8,989-40.7% | $12,068-55.8% | $7,344-27.4% |