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 | $143,894 | $80,673+78.4% | $101,326+42.0% | $84,808+69.7% |
| Participation rate | 91.9% | 77.8%+14.2pp | 81.5%+10.4pp | 68.3%+23.6pp |
| Annual return | 20.86% | 38.95%-18.1pp | 36.82%-16.0pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,613 | $2,698-40.2% | $3,665-56.0% | $2,631-38.7% |
| Participant deferral / active EE | $7,163 | $6,840+4.7% | $7,994-10.4% | $4,212+70.1% |
| Admin fee / account holder | $4,106 | $12,784-67.9% | $11,185-63.3% | $7,344-44.1% |