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 | $134,886 | $95,803+40.8% | $113,168+19.2% | $84,808+59.0% |
| Participation rate | 74.1% | 72.9%+1.2pp | 76.6%-2.5pp | 68.3%+5.8pp |
| Annual return | 12.90% | 25.00%-12.1pp | 24.27%-11.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,442 | $2,360-38.9% | $2,975-51.5% | $2,631-45.2% |
| Participant deferral / active EE | $4,219 | $4,242-0.5% | $5,107-17.4% | $4,212+0.2% |
| Admin fee / account holder | $37,427 | $8,989+316.4% | $12,068+210.1% | $7,344+409.6% |