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 | $118,677 | $54,762+116.7% | $90,281+31.5% | $72,985+62.6% |
| Participation rate | 71.4% | 65.1%+6.3pp | 73.3%-1.8pp | 69.5%+1.9pp |
| Annual return | 36.15% | 30.63%+5.5pp | 78.10%-42.0pp | 81.00%-44.9pp |
| Employer contribution / active EE | $2,465 | $2,092+17.8% | $2,854-13.6% | $2,440+1.0% |
| Participant deferral / active EE | $4,406 | $2,887+52.6% | $3,885+13.4% | $3,607+22.1% |
| Admin fee / account holder | $1,609 | $3,972-59.5% | $5,351-69.9% | $5,124-68.6% |