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 | $114,794 | $74,927+53.2% | $101,794+12.8% | $84,808+35.4% |
| Participation rate | 77.3% | 61.4%+15.9pp | 69.2%+8.1pp | 68.3%+9.0pp |
| Annual return | 14.02% | 18.70%-4.7pp | 30.53%-16.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $932 | $1,522-38.8% | $2,289-59.3% | $2,631-64.6% |
| Participant deferral / active EE | $6,635 | $3,099+114.1% | $4,084+62.5% | $4,212+57.5% |
| Admin fee / account holder | $8,978 | $6,514+37.8% | $8,777+2.3% | $7,344+22.3% |