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 | $134,789 | $74,927+79.9% | $101,794+32.4% | $84,808+58.9% |
| Participation rate | 77.5% | 61.4%+16.1pp | 69.2%+8.3pp | 68.3%+9.2pp |
| Annual return | 12.97% | 18.70%-5.7pp | 30.53%-17.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,912 | $1,522+25.6% | $2,289-16.5% | $2,631-27.3% |
| Participant deferral / active EE | $5,202 | $3,099+67.8% | $4,084+27.4% | $4,212+23.5% |
| Admin fee / account holder | $33,185 | $6,514+409.5% | $8,777+278.1% | $7,344+351.9% |