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 | $135,287 | $68,719+96.9% | $91,541+47.8% | $84,808+59.5% |
| Participation rate | 79.5% | 64.5%+15.0pp | 69.8%+9.8pp | 68.3%+11.2pp |
| Annual return | 14.67% | 19.12%-4.4pp | 20.50%-5.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,093 | $1,920+9.0% | $2,505-16.4% | $2,631-20.5% |
| Participant deferral / active EE | $4,512 | $3,136+43.9% | $4,008+12.6% | $4,212+7.1% |
| Admin fee / account holder | $9,909 | $5,786+71.2% | $6,956+42.4% | $7,344+34.9% |