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 | $124,517 | $76,367+63.1% | $93,606+33.0% | $72,985+70.6% |
| Participation rate | 82.5% | 71.7%+10.8pp | 75.8%+6.7pp | 69.5%+13.0pp |
| Annual return | 18.60% | 25.82%-7.2pp | 32.76%-14.2pp | 81.00%-62.4pp |
| Employer contribution / active EE | $2,337 | $2,275+2.7% | $2,718-14.0% | $2,440-4.2% |
| Participant deferral / active EE | $3,402 | $3,538-3.8% | $4,069-16.4% | $3,607-5.7% |
| Admin fee / account holder | $2,641 | $6,838-61.4% | $7,888-66.5% | $5,124-48.5% |