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 | $123,040 | $52,836+132.9% | $105,738+16.4% | $64,186+91.7% |
| Participation rate | 85.4% | 66.5%+18.9pp | 76.3%+9.1pp | 69.6%+15.8pp |
| Annual return | 10.93% | 14.30%-3.4pp | 6.27%+4.7pp | 7.63%+3.3pp |
| Employer contribution / active EE | $1,263 | $1,827-30.9% | $3,268-61.4% | $2,381-46.9% |
| Participant deferral / active EE | $2,213 | $2,545-13.0% | $4,080-45.8% | $3,470-36.2% |
| Admin fee / account holder | $3,126 | $3,959-21.0% | $6,913-54.8% | $4,888-36.1% |