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 | $133,195 | $76,050+75.1% | $96,544+38.0% | $71,457+86.4% |
| Participation rate | 94.0% | 74.4%+19.6pp | 76.0%+18.0pp | 67.9%+26.1pp |
| Annual return | 23.05% | 22.81%+0.2pp | 25.84%-2.8pp | 28.85%-5.8pp |
| Employer contribution / active EE | $2,380 | $2,244+6.0% | $2,965-19.7% | $2,588-8.0% |
| Participant deferral / active EE | $6,222 | $4,215+47.6% | $4,851+28.3% | $4,289+45.1% |
| Admin fee / account holder | $15,296 | $2,707+465.0% | $8,252+85.4% | $1,587+863.6% |