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 | $123,492 | $95,803+28.9% | $113,168+9.1% | $84,808+45.6% |
| Participation rate | 71.4% | 72.9%-1.4pp | 76.6%-5.1pp | 68.3%+3.1pp |
| Annual return | 13.53% | 25.00%-11.5pp | 24.27%-10.7pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,148 | $2,360-51.4% | $2,975-61.4% | $2,631-56.4% |
| Participant deferral / active EE | $3,780 | $4,242-10.9% | $5,107-26.0% | $4,212-10.3% |
| Admin fee / account holder | $3,340 | $8,989-62.8% | $12,068-72.3% | $7,344-54.5% |