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 | $119,496 | $68,719+73.9% | $91,541+30.5% | $84,808+40.9% |
| Participation rate | 83.6% | 64.5%+19.1pp | 69.8%+13.9pp | 68.3%+15.3pp |
| Annual return | 13.92% | 19.12%-5.2pp | 20.50%-6.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $655 | $1,920-65.9% | $2,505-73.8% | $2,631-75.1% |
| Participant deferral / active EE | $8,841 | $3,136+181.9% | $4,008+120.6% | $4,212+109.9% |
| Admin fee / account holder | $19,865 | $5,786+243.3% | $6,956+185.6% | $7,344+170.5% |