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 | $140,994 | $87,013+62.0% | $106,213+32.7% | $80,856+74.4% |
| Participation rate | 76.9% | 70.4%+6.5pp | 75.3%+1.6pp | 67.6%+9.3pp |
| Annual return | 26.40% | 17.05%+9.4pp | 116.14%-89.7pp | 35.59%-9.2pp |
| Employer contribution / active EE | $1,812 | $2,395-24.3% | $3,171-42.9% | $2,755-34.2% |
| Participant deferral / active EE | $3,447 | $3,986-13.5% | $5,016-31.3% | $4,296-19.8% |
| Admin fee / account holder | $7,552 | $8,431-10.4% | $11,033-31.5% | $6,918+9.2% |