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 | $129,676 | $74,927+73.1% | $101,794+27.4% | $84,808+52.9% |
| Participation rate | 74.4% | 61.4%+13.0pp | 69.2%+5.2pp | 68.3%+6.0pp |
| Annual return | 13.68% | 18.70%-5.0pp | 30.53%-16.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,470 | $1,522-3.4% | $2,289-35.8% | $2,631-44.1% |
| Participant deferral / active EE | $5,769 | $3,099+86.1% | $4,084+41.2% | $4,212+37.0% |
| Admin fee / account holder | $5,661 | $6,514-13.1% | $8,777-35.5% | $7,344-22.9% |