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 | $180,336 | $95,803+88.2% | $113,168+59.4% | $84,808+112.6% |
| Participation rate | 80.6% | 72.9%+7.7pp | 76.6%+4.0pp | 68.3%+12.2pp |
| Annual return | 28.46% | 25.00%+3.5pp | 24.27%+4.2pp | 40.90%-12.4pp |
| Employer contribution / active EE | $1,416 | $2,360-40.0% | $2,975-52.4% | $2,631-46.2% |
| Participant deferral / active EE | $15,971 | $4,242+276.5% | $5,107+212.7% | $4,212+279.2% |
| Admin fee / account holder | $10,827 | $8,989+20.5% | $12,068-10.3% | $7,344+47.4% |