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 | $126,914 | $95,803+32.5% | $113,168+12.1% | $84,808+49.6% |
| Participation rate | 93.9% | 72.9%+21.0pp | 76.6%+17.3pp | 68.3%+25.6pp |
| Annual return | 12.72% | 25.00%-12.3pp | 24.27%-11.5pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,898 | $2,360-19.6% | $2,975-36.2% | $2,631-27.9% |
| Participant deferral / active EE | $4,343 | $4,242+2.4% | $5,107-15.0% | $4,212+3.1% |
| Admin fee / account holder | $3,426 | $8,989-61.9% | $12,068-71.6% | $7,344-53.3% |