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 | $155,661 | $109,881+41.7% | $150,045+3.7% | $84,808+83.5% |
| Participation rate | 95.3% | 76.1%+19.3pp | 82.3%+13.0pp | 68.3%+27.0pp |
| Annual return | 14.76% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,482 | $3,561-30.3% | $4,693-47.1% | $2,631-5.7% |
| Participant deferral / active EE | $6,177 | $6,636-6.9% | $7,997-22.8% | $4,212+46.7% |
| Admin fee / account holder | $3,936 | $8,568-54.1% | $13,435-70.7% | $7,344-46.4% |