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 | $134,387 | $81,460+65.0% | $103,333+30.1% | $80,856+66.2% |
| Participation rate | 75.4% | 66.8%+8.6pp | 74.5%+0.9pp | 67.6%+7.8pp |
| Annual return | 20.91% | 25.55%-4.6pp | 24.88%-4.0pp | 35.59%-14.7pp |
| Employer contribution / active EE | $1,753 | $3,105-43.5% | $3,868-54.7% | $2,755-36.4% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,094 | $6,566-68.1% | $8,355-74.9% | $6,918-69.7% |