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 | $134,261 | $86,929+54.4% | $102,423+31.1% | $80,856+66.0% |
| Participation rate | 96.7% | 72.4%+24.3pp | 76.5%+20.2pp | 67.6%+29.0pp |
| Annual return | 16.04% | 18.88%-2.8pp | 29.32%-13.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,271 | $2,369-4.1% | $3,023-24.9% | $2,755-17.6% |
| Participant deferral / active EE | $7,719 | $4,118+87.4% | $5,053+52.8% | $4,296+79.7% |
| Admin fee / account holder | $15,095 | $8,049+87.5% | $9,451+59.7% | $6,918+118.2% |