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 | $113,700 | $67,606+68.2% | $82,313+38.1% | $70,131+62.1% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 15.10% | 21.57%-6.5pp | 25.88%-10.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,324 | $1,755+32.4% | $2,428-4.3% | $2,342-0.8% |
| Participant deferral / active EE | $4,979 | $2,987+66.7% | $3,706+34.4% | $3,332+49.5% |
| Admin fee / account holder | $4,203 | $4,512-6.9% | $5,608-25.1% | $4,645-9.5% |