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 | $114,699 | $74,927+53.1% | $101,794+12.7% | $84,808+35.2% |
| Participation rate | 95.4% | 61.4%+34.0pp | 69.2%+26.2pp | 68.3%+27.1pp |
| Annual return | 13.37% | 18.70%-5.3pp | 30.53%-17.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,348 | $1,522+54.3% | $2,289+2.6% | $2,631-10.8% |
| Participant deferral / active EE | $3,669 | $3,099+18.4% | $4,084-10.2% | $4,212-12.9% |
| Admin fee / account holder | $5,753 | $6,514-11.7% | $8,777-34.5% | $7,344-21.7% |