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 | $113,928 | $74,927+52.1% | $101,794+11.9% | $84,808+34.3% |
| Participation rate | 76.0% | 61.4%+14.6pp | 69.2%+6.8pp | 68.3%+7.7pp |
| Annual return | 14.74% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $758 | $1,522-50.2% | $2,289-66.9% | $2,631-71.2% |
| Participant deferral / active EE | $2,131 | $3,099-31.2% | $4,084-47.8% | $4,212-49.4% |
| Admin fee / account holder | $10,295 | $6,514+58.1% | $8,777+17.3% | $7,344+40.2% |