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 | $125,015 | $78,926+58.4% | $136,749-8.6% | $84,808+47.4% |
| Participation rate | 75.0% | 62.2%+12.8pp | 72.1%+2.9pp | 68.3%+6.7pp |
| Annual return | 13.14% | 18.17%-5.0pp | 24.33%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,832 | $2,134-14.1% | $3,400-46.1% | $2,631-30.4% |
| Participant deferral / active EE | $5,277 | $3,168+66.5% | $4,692+12.5% | $4,212+25.3% |
| Admin fee / account holder | $3,580 | $6,369-43.8% | $11,386-68.6% | $7,344-51.2% |