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 | $130,012 | $74,927+73.5% | $101,794+27.7% | $84,808+53.3% |
| Participation rate | 73.0% | 61.4%+11.6pp | 69.2%+3.8pp | 68.3%+4.7pp |
| Annual return | 14.97% | 18.70%-3.7pp | 30.53%-15.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,428 | $1,522+59.5% | $2,289+6.1% | $2,631-7.7% |
| Participant deferral / active EE | $5,869 | $3,099+89.4% | $4,084+43.7% | $4,212+39.4% |
| Admin fee / account holder | $7,137 | $6,514+9.6% | $8,777-18.7% | $7,344-2.8% |