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 | $118,088 | $76,367+54.6% | $93,606+26.2% | $72,985+61.8% |
| Participation rate | 92.8% | 71.7%+21.0pp | 75.8%+16.9pp | 69.5%+23.3pp |
| Annual return | 22.26% | 25.82%-3.6pp | 32.76%-10.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,462 | $2,275-35.7% | $2,718-46.2% | $2,440-40.1% |
| Participant deferral / active EE | $3,140 | $3,538-11.3% | $4,069-22.8% | $3,607-13.0% |
| Admin fee / account holder | $6,874 | $6,838+0.5% | $7,888-12.9% | $5,124+34.1% |