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 | $130,088 | $78,926+64.8% | $136,749-4.9% | $84,808+53.4% |
| Participation rate | 85.7% | 62.2%+23.5pp | 72.1%+13.6pp | 68.3%+17.4pp |
| Annual return | 16.41% | 18.17%-1.8pp | 24.33%-7.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,922 | $2,134-9.9% | $3,400-43.5% | $2,631-26.9% |
| Participant deferral / active EE | $4,330 | $3,168+36.7% | $4,692-7.7% | $4,212+2.8% |
| Admin fee / account holder | $3,439 | $6,369-46.0% | $11,386-69.8% | $7,344-53.2% |