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 | $144,606 | $72,492+99.5% | $87,100+66.0% | $72,985+98.1% |
| Participation rate | 87.0% | 72.8%+14.2pp | 76.9%+10.1pp | 69.5%+17.5pp |
| Annual return | 20.86% | 24.46%-3.6pp | 28.19%-7.3pp | 81.00%-60.1pp |
| Employer contribution / active EE | $3,134 | $1,894+65.5% | $2,521+24.3% | $2,440+28.5% |
| Participant deferral / active EE | $9,745 | $3,270+198.0% | $4,049+140.7% | $3,607+170.1% |
| Admin fee / account holder | $4,643 | $5,055-8.2% | $7,497-38.1% | $5,124-9.4% |