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 | $117,641 | $58,512+101.1% | $84,015+40.0% | $72,985+61.2% |
| Participation rate | 79.1% | 61.2%+17.9pp | 69.0%+10.1pp | 69.5%+9.6pp |
| Annual return | 23.14% | 28.93%-5.8pp | 71.31%-48.2pp | 81.00%-57.9pp |
| Employer contribution / active EE | $945 | $1,163-18.8% | $1,983-52.4% | $2,440-61.3% |
| Participant deferral / active EE | $5,745 | $2,394+140.0% | $3,239+77.4% | $3,607+59.2% |
| Admin fee / account holder | $6,788 | $4,569+48.6% | $6,101+11.3% | $5,124+32.5% |