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 | $132,440 | $72,492+82.7% | $87,100+52.1% | $72,985+81.5% |
| Participation rate | 84.4% | 72.8%+11.6pp | 76.9%+7.6pp | 69.5%+15.0pp |
| Annual return | 25.66% | 24.46%+1.2pp | 28.19%-2.5pp | 81.00%-55.3pp |
| Employer contribution / active EE | $1,356 | $1,894-28.4% | $2,521-46.2% | $2,440-44.4% |
| Participant deferral / active EE | $6,143 | $3,270+87.9% | $4,049+51.7% | $3,607+70.3% |
| Admin fee / account holder | $2,708 | $5,055-46.4% | $7,497-63.9% | $5,124-47.2% |