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 | $134,531 | $60,892+120.9% | $82,389+63.3% | $84,808+58.6% |
| Participation rate | 74.0% | 63.3%+10.7pp | 69.5%+4.5pp | 68.3%+5.7pp |
| Annual return | 14.64% | 37.29%-22.6pp | 28.67%-14.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,866 | $1,779+4.9% | $2,517-25.9% | $2,631-29.1% |
| Participant deferral / active EE | $4,248 | $3,179+33.6% | $4,155+2.2% | $4,212+0.9% |
| Admin fee / account holder | $490 | $5,467-91.0% | $7,231-93.2% | $7,344-93.3% |