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 | $142,825 | $74,927+90.6% | $101,794+40.3% | $84,808+68.4% |
| Participation rate | 83.1% | 61.4%+21.7pp | 69.2%+13.9pp | 68.3%+14.8pp |
| Annual return | 16.11% | 18.70%-2.6pp | 30.53%-14.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $704 | $1,522-53.7% | $2,289-69.2% | $2,631-73.2% |
| Participant deferral / active EE | $2,132 | $3,099-31.2% | $4,084-47.8% | $4,212-49.4% |
| Admin fee / account holder | $7,317 | $6,514+12.3% | $8,777-16.6% | $7,344-0.4% |