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 | $124,314 | $68,719+80.9% | $91,541+35.8% | $84,808+46.6% |
| Participation rate | 93.3% | 64.5%+28.8pp | 69.8%+23.6pp | 68.3%+25.0pp |
| Annual return | 16.39% | 19.12%-2.7pp | 20.50%-4.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,180 | $1,920-38.6% | $2,505-52.9% | $2,631-55.2% |
| Participant deferral / active EE | $6,104 | $3,136+94.7% | $4,008+52.3% | $4,212+44.9% |
| Admin fee / account holder | $6,512 | $5,786+12.5% | $6,956-6.4% | $7,344-11.3% |