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 | $129,031 | $95,803+34.7% | $113,168+14.0% | $84,808+52.1% |
| Participation rate | 73.8% | 72.9%+0.9pp | 76.6%-2.8pp | 68.3%+5.4pp |
| Annual return | 14.21% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,269 | $2,360-3.8% | $2,975-23.7% | $2,631-13.7% |
| Participant deferral / active EE | $3,822 | $4,242-9.9% | $5,107-25.2% | $4,212-9.3% |
| Admin fee / account holder | $9,735 | $8,989+8.3% | $12,068-19.3% | $7,344+32.6% |