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 | $147,309 | $95,803+53.8% | $113,168+30.2% | $84,808+73.7% |
| Participation rate | 91.5% | 72.9%+18.7pp | 76.6%+15.0pp | 68.3%+23.2pp |
| Annual return | 13.67% | 25.00%-11.3pp | 24.27%-10.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $7,375 | $2,360+212.5% | $2,975+147.9% | $2,631+180.3% |
| Participant deferral / active EE | $6,563 | $4,242+54.7% | $5,107+28.5% | $4,212+55.8% |
| Admin fee / account holder | $46,968 | $8,989+422.5% | $12,068+289.2% | $7,344+539.6% |