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 | $120,268 | $74,927+60.5% | $101,794+18.1% | $84,808+41.8% |
| Participation rate | 76.0% | 61.4%+14.6pp | 69.2%+6.8pp | 68.3%+7.7pp |
| Annual return | 13.52% | 18.70%-5.2pp | 30.53%-17.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,055 | $1,522-30.7% | $2,289-53.9% | $2,631-59.9% |
| Participant deferral / active EE | $4,620 | $3,099+49.1% | $4,084+13.1% | $4,212+9.7% |
| Admin fee / account holder | $4,638 | $6,514-28.8% | $8,777-47.2% | $7,344-36.9% |