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 | $125,402 | $95,803+30.9% | $113,168+10.8% | $84,808+47.9% |
| Participation rate | 98.2% | 72.9%+25.3pp | 76.6%+21.6pp | 68.3%+29.9pp |
| Annual return | 13.89% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $6,275 | $2,360+165.9% | $2,975+110.9% | $2,631+138.5% |
| Participant deferral / active EE | $4,824 | $4,242+13.7% | $5,107-5.5% | $4,212+14.6% |
| Admin fee / account holder | $2,639 | $8,989-70.6% | $12,068-78.1% | $7,344-64.1% |