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 | $125,811 | $55,706+125.8% | $75,886+65.8% | $72,985+72.4% |
| Participation rate | 70.6% | 61.1%+9.5pp | 69.3%+1.3pp | 69.5%+1.1pp |
| Annual return | 20.64% | 27.59%-7.0pp | 30.76%-10.1pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,218 | $1,687+31.5% | $2,500-11.3% | $2,440-9.1% |
| Participant deferral / active EE | $4,502 | $2,634+70.9% | $3,603+25.0% | $3,607+24.8% |
| Admin fee / account holder | $8,583 | $3,978+115.7% | $5,418+58.4% | $5,124+67.5% |