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 | $140,573 | $72,492+93.9% | $87,100+61.4% | $72,985+92.6% |
| Participation rate | 82.2% | 72.8%+9.4pp | 76.9%+5.4pp | 69.5%+12.7pp |
| Annual return | 21.78% | 24.46%-2.7pp | 28.19%-6.4pp | 81.00%-59.2pp |
| Employer contribution / active EE | $3,869 | $1,894+104.3% | $2,521+53.5% | $2,440+58.6% |
| Participant deferral / active EE | $7,657 | $3,270+134.2% | $4,049+89.1% | $3,607+112.2% |
| Admin fee / account holder | $1,715 | $5,055-66.1% | $7,497-77.1% | $5,124-66.5% |