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 | $116,705 | $78,926+47.9% | $136,749-14.7% | $84,808+37.6% |
| Participation rate | 76.5% | 62.2%+14.3pp | 72.1%+4.3pp | 68.3%+8.2pp |
| Annual return | 13.22% | 18.17%-5.0pp | 24.33%-11.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,354 | $2,134-36.6% | $3,400-60.2% | $2,631-48.6% |
| Participant deferral / active EE | $4,077 | $3,168+28.7% | $4,692-13.1% | $4,212-3.2% |
| Admin fee / account holder | $22,976 | $6,369+260.7% | $11,386+101.8% | $7,344+212.9% |