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 | $146,280 | $95,803+52.7% | $113,168+29.3% | $84,808+72.5% |
| Participation rate | 97.5% | 72.9%+24.6pp | 76.6%+20.9pp | 68.3%+29.2pp |
| Annual return | 18.20% | 25.00%-6.8pp | 24.27%-6.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $6,328 | $2,360+168.2% | $2,975+112.7% | $2,631+140.5% |
| Participant deferral / active EE | $9,751 | $4,242+129.9% | $5,107+90.9% | $4,212+131.5% |
| Admin fee / account holder | $14,582 | $8,989+62.2% | $12,068+20.8% | $7,344+98.6% |