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 | $138,733 | $95,803+44.8% | $113,168+22.6% | $84,808+63.6% |
| Participation rate | 77.8% | 72.9%+4.9pp | 76.6%+1.2pp | 68.3%+9.5pp |
| Annual return | 12.52% | 25.00%-12.5pp | 24.27%-11.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,157 | $2,360-8.6% | $2,975-27.5% | $2,631-18.0% |
| Participant deferral / active EE | $5,134 | $4,242+21.0% | $5,107+0.5% | $4,212+21.9% |
| Admin fee / account holder | $5,884 | $8,989-34.5% | $12,068-51.2% | $7,344-19.9% |