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 | $142,099 | $74,927+89.6% | $101,794+39.6% | $84,808+67.6% |
| Participation rate | 79.7% | 61.4%+18.3pp | 69.2%+10.5pp | 68.3%+11.3pp |
| Annual return | 14.06% | 18.70%-4.6pp | 30.53%-16.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,945 | $1,522+27.8% | $2,289-15.0% | $2,631-26.1% |
| Participant deferral / active EE | $5,027 | $3,099+62.2% | $4,084+23.1% | $4,212+19.4% |
| Admin fee / account holder | $7,893 | $6,514+21.2% | $8,777-10.1% | $7,344+7.5% |