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 | $144,343 | $81,460+77.2% | $103,333+39.7% | $80,856+78.5% |
| Participation rate | 81.8% | 66.8%+15.0pp | 74.5%+7.3pp | 67.6%+14.2pp |
| Annual return | 20.38% | 25.55%-5.2pp | 24.88%-4.5pp | 35.59%-15.2pp |
| Employer contribution / active EE | $3,597 | $3,105+15.8% | $3,868-7.0% | $2,755+30.6% |
| Participant deferral / active EE | $5,428 | $3,869+40.3% | $5,057+7.3% | $4,296+26.4% |
| Admin fee / account holder | $1,485 | $6,566-77.4% | $8,355-82.2% | $6,918-78.5% |