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 | $121,244 | $95,803+26.6% | $113,168+7.1% | $84,808+43.0% |
| Participation rate | 86.4% | 72.9%+13.6pp | 76.6%+9.9pp | 68.3%+18.1pp |
| Annual return | 15.22% | 25.00%-9.8pp | 24.27%-9.0pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,458 | $2,360+4.2% | $2,975-17.4% | $2,631-6.6% |
| Participant deferral / active EE | $4,771 | $4,242+12.5% | $5,107-6.6% | $4,212+13.3% |
| Admin fee / account holder | $4,539 | $8,989-49.5% | $12,068-62.4% | $7,344-38.2% |