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 | $133,796 | $81,460+64.2% | $103,333+29.5% | $80,856+65.5% |
| Participation rate | 91.9% | 66.8%+25.1pp | 74.5%+17.4pp | 67.6%+24.3pp |
| Annual return | 19.03% | 25.55%-6.5pp | 24.88%-5.9pp | 35.59%-16.6pp |
| Employer contribution / active EE | $3,539 | $3,105+14.0% | $3,868-8.5% | $2,755+28.5% |
| Participant deferral / active EE | $6,763 | $3,869+74.8% | $5,057+33.7% | $4,296+57.4% |
| Admin fee / account holder | $2,090 | $6,566-68.2% | $8,355-75.0% | $6,918-69.8% |