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 | $132,631 | $74,927+77.0% | $101,794+30.3% | $84,808+56.4% |
| Participation rate | 95.5% | 61.4%+34.1pp | 69.2%+26.3pp | 68.3%+27.1pp |
| Annual return | 13.28% | 18.70%-5.4pp | 30.53%-17.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,621 | $1,522+6.5% | $2,289-29.2% | $2,631-38.4% |
| Participant deferral / active EE | $3,912 | $3,099+26.2% | $4,084-4.2% | $4,212-7.1% |
| Admin fee / account holder | $4,716 | $6,514-27.6% | $8,777-46.3% | $7,344-35.8% |