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 | $135,185 | $60,892+122.0% | $82,389+64.1% | $84,808+59.4% |
| Participation rate | 72.0% | 63.3%+8.7pp | 69.5%+2.5pp | 68.3%+3.7pp |
| Annual return | 16.54% | 37.29%-20.7pp | 28.67%-12.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,378 | $1,779-22.5% | $2,517-45.2% | $2,631-47.6% |
| Participant deferral / active EE | $2,792 | $3,179-12.2% | $4,155-32.8% | $4,212-33.7% |
| Admin fee / account holder | $2,946 | $5,467-46.1% | $7,231-59.3% | $7,344-59.9% |