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 | $109,919 | $74,927+46.7% | $101,794+8.0% | $84,808+29.6% |
| Participation rate | 72.6% | 61.4%+11.2pp | 69.2%+3.4pp | 68.3%+4.3pp |
| Annual return | 14.37% | 18.70%-4.3pp | 30.53%-16.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,001 | $1,522-34.2% | $2,289-56.3% | $2,631-61.9% |
| Participant deferral / active EE | $5,547 | $3,099+79.0% | $4,084+35.8% | $4,212+31.7% |
| Admin fee / account holder | $3,941 | $6,514-39.5% | $8,777-55.1% | $7,344-46.3% |