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 | $134,104 | $60,022+123.4% | $88,946+50.8% | $84,808+58.1% |
| Participation rate | 88.9% | 57.8%+31.0pp | 68.8%+20.0pp | 68.3%+20.6pp |
| Annual return | 14.32% | 22.43%-8.1pp | 57.82%-43.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $509 | $1,703-70.1% | $2,555-80.1% | $2,631-80.6% |
| Participant deferral / active EE | $3,965 | $3,114+27.3% | $4,581-13.4% | $4,212-5.8% |
| Admin fee / account holder | $7,039 | $4,811+46.3% | $8,261-14.8% | $7,344-4.1% |