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 | $148,213 | $86,929+70.5% | $102,423+44.7% | $80,856+83.3% |
| Participation rate | 84.1% | 72.4%+11.7pp | 76.5%+7.6pp | 67.6%+16.5pp |
| Annual return | 13.10% | 18.88%-5.8pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,233 | $2,369-5.8% | $3,023-26.1% | $2,755-18.9% |
| Participant deferral / active EE | $5,446 | $4,118+32.2% | $5,053+7.8% | $4,296+26.8% |
| Admin fee / account holder | $2,364 | $8,049-70.6% | $9,451-75.0% | $6,918-65.8% |