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 | $135,130 | $58,512+130.9% | $84,015+60.8% | $72,985+85.1% |
| Participation rate | 97.8% | 61.2%+36.6pp | 69.0%+28.8pp | 69.5%+28.3pp |
| Annual return | 18.15% | 28.93%-10.8pp | 71.31%-53.2pp | 81.00%-62.9pp |
| Employer contribution / active EE | $2,450 | $1,163+110.6% | $1,983+23.5% | $2,440+0.4% |
| Participant deferral / active EE | $5,511 | $2,394+130.2% | $3,239+70.2% | $3,607+52.8% |
| Admin fee / account holder | $4,518 | $4,569-1.1% | $6,101-25.9% | $5,124-11.8% |