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 | $137,180 | $74,927+83.1% | $101,794+34.8% | $84,808+61.8% |
| Participation rate | 94.9% | 61.4%+33.5pp | 69.2%+25.7pp | 68.3%+26.6pp |
| Annual return | 15.48% | 18.70%-3.2pp | 30.53%-15.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $9,042 | $1,522+494.2% | $2,289+295.1% | $2,631+243.7% |
| Participant deferral / active EE | $3,929 | $3,099+26.8% | $4,084-3.8% | $4,212-6.7% |
| Admin fee / account holder | $3,359 | $6,514-48.4% | $8,777-61.7% | $7,344-54.3% |