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 | $162,199 | $95,803+69.3% | $113,168+43.3% | $84,808+91.3% |
| Participation rate | 70.0% | 72.9%-2.9pp | 76.6%-6.6pp | 68.3%+1.7pp |
| Annual return | 15.15% | 25.00%-9.9pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,113 | $2,360+31.9% | $2,975+4.6% | $2,631+18.3% |
| Participant deferral / active EE | $5,660 | $4,242+33.4% | $5,107+10.8% | $4,212+34.4% |
| Admin fee / account holder | $1,821 | $8,989-79.7% | $12,068-84.9% | $7,344-75.2% |