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 | $148,233 | $132,049+12.3% | $200,582-26.1% | $74,304+99.5% |
| Participation rate | 95.2% | 84.1%+11.1pp | 86.9%+8.3pp | 60.3%+34.8pp |
| Annual return | 19.71% | 22.22%-2.5pp | 42.33%-22.6pp | 29.43%-9.7pp |
| Employer contribution / active EE | $2,497 | $4,558-45.2% | $6,419-61.1% | $2,241+11.4% |
| Participant deferral / active EE | $7,710 | $7,213+6.9% | $9,331-17.4% | $3,767+104.7% |
| Admin fee / account holder | $1,179 | $2,405-51.0% | $16,305-92.8% | $2,969-60.3% |