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 | $120,805 | $81,460+48.3% | $103,333+16.9% | $80,856+49.4% |
| Participation rate | 97.3% | 66.8%+30.5pp | 74.5%+22.8pp | 67.6%+29.7pp |
| Annual return | 25.38% | 25.55%-0.2pp | 24.88%+0.5pp | 35.59%-10.2pp |
| Employer contribution / active EE | $2,197 | $3,105-29.2% | $3,868-43.2% | $2,755-20.2% |
| Participant deferral / active EE | $3,990 | $3,869+3.1% | $5,057-21.1% | $4,296-7.1% |
| Admin fee / account holder | $18,973 | $6,566+188.9% | $8,355+127.1% | $6,918+174.3% |