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 | $118,108 | $60,892+94.0% | $82,389+43.4% | $84,808+39.3% |
| Participation rate | 71.9% | 63.3%+8.6pp | 69.5%+2.3pp | 68.3%+3.6pp |
| Annual return | 13.54% | 37.29%-23.8pp | 28.67%-15.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,454 | $1,779+37.9% | $2,517-2.5% | $2,631-6.7% |
| Participant deferral / active EE | $4,129 | $3,179+29.9% | $4,155-0.6% | $4,212-2.0% |
| Admin fee / account holder | $1,621 | $5,467-70.3% | $7,231-77.6% | $7,344-77.9% |