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 | $121,743 | $90,503+34.5% | $78,689+54.7% | $273,961-55.6% |
| Participation rate | 87.0% | 76.5%+10.4pp | 73.6%+13.4pp | 83.0%+3.9pp |
| Annual return | 5.99% | 75.60%-69.6pp | 62.18%-56.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $3,260 | $3,176+2.6% | $2,851+14.4% | $4,869-33.0% |
| Participant deferral / active EE | $6,673 | $3,901+71.0% | $3,517+89.7% | $5,287+26.2% |
| Admin fee / account holder | $4,961 | $5,263-5.7% | $4,510+10.0% | $10,132-51.0% |