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 | $133,917 | $74,927+78.7% | $101,794+31.6% | $84,808+57.9% |
| Participation rate | 78.3% | 61.4%+16.9pp | 69.2%+9.1pp | 68.3%+9.9pp |
| Annual return | 16.91% | 18.70%-1.8pp | 30.53%-13.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,849 | $1,522+21.5% | $2,289-19.2% | $2,631-29.7% |
| Participant deferral / active EE | $4,916 | $3,099+58.6% | $4,084+20.4% | $4,212+16.7% |
| Admin fee / account holder | $1,645 | $6,514-74.8% | $8,777-81.3% | $7,344-77.6% |