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 | $124,883 | $76,552+63.1% | $123,892+0.8% | $62,891+98.6% |
| Participation rate | 90.0% | 73.0%+17.0pp | 81.4%+8.6pp | 69.3%+20.7pp |
| Annual return | 9.26% | 18.68%-9.4pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $4,613 | $2,883+60.0% | $4,617-0.1% | $2,281+102.2% |
| Participant deferral / active EE | $5,531 | $4,840+14.3% | $5,984-7.6% | $3,203+72.7% |
| Admin fee / account holder | $4,305 | $4,826-10.8% | $8,357-48.5% | $4,296+0.2% |