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 | $114,804 | $72,492+58.4% | $87,100+31.8% | $72,985+57.3% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.9%+8.3pp | 69.5%+15.7pp |
| Annual return | 25.90% | 24.46%+1.4pp | 28.19%-2.3pp | 81.00%-55.1pp |
| Employer contribution / active EE | $1,836 | $1,894-3.1% | $2,521-27.2% | $2,440-24.8% |
| Participant deferral / active EE | $6,188 | $3,270+89.3% | $4,049+52.8% | $3,607+71.5% |
| Admin fee / account holder | $350 | $5,055-93.1% | $7,497-95.3% | $5,124-93.2% |