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 | $119,717 | $95,803+25.0% | $113,168+5.8% | $84,808+41.2% |
| Participation rate | 78.9% | 72.9%+6.1pp | 76.6%+2.4pp | 68.3%+10.6pp |
| Annual return | 17.16% | 25.00%-7.8pp | 24.27%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $783 | $2,360-66.8% | $2,975-73.7% | $2,631-70.2% |
| Participant deferral / active EE | $4,840 | $4,242+14.1% | $5,107-5.2% | $4,212+14.9% |
| Admin fee / account holder | $10,890 | $8,989+21.1% | $12,068-9.8% | $7,344+48.3% |