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 | $159,095 | $95,803+66.1% | $113,168+40.6% | $84,808+87.6% |
| Participation rate | 89.1% | 72.9%+16.2pp | 76.6%+12.5pp | 68.3%+20.8pp |
| Annual return | 19.89% | 25.00%-5.1pp | 24.27%-4.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $8,116 | $2,360+243.9% | $2,975+172.8% | $2,631+208.5% |
| Participant deferral / active EE | $3,441 | $4,242-18.9% | $5,107-32.6% | $4,212-18.3% |
| Admin fee / account holder | $6,542 | $8,989-27.2% | $12,068-45.8% | $7,344-10.9% |