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 | $141,282 | $87,135+62.1% | $206,214-31.5% | $116,875+20.9% |
| Participation rate | 97.1% | 76.8%+20.2pp | 82.4%+14.7pp | 74.5%+22.5pp |
| Annual return | 18.05% | 22.51%-4.5pp | -1.60%+19.7pp | 16.29%+1.8pp |
| Employer contribution / active EE | $3,834 | $3,046+25.9% | $5,967-35.8% | $3,288+16.6% |
| Participant deferral / active EE | $7,812 | $3,898+100.4% | $4,649+68.0% | $3,885+101.1% |
| Admin fee / account holder | $9,851 | $8,630+14.2% | $13,671-27.9% | $12,263-19.7% |