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 | $132,814 | $71,050+86.9% | $93,606+41.9% | $80,856+64.3% |
| Participation rate | 70.2% | 60.4%+9.8pp | 68.7%+1.5pp | 67.6%+2.5pp |
| Annual return | 19.05% | 11.26%+7.8pp | 133.20%-114.1pp | 35.59%-16.5pp |
| Employer contribution / active EE | $1,770 | $1,564+13.2% | $2,420-26.8% | $2,755-35.7% |
| Participant deferral / active EE | $4,130 | $4,034+2.4% | $4,411-6.4% | $4,296-3.9% |
| Admin fee / account holder | $1,651 | $6,945-76.2% | $8,285-80.1% | $6,918-76.1% |