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 | $168,356 | $95,803+75.7% | $113,168+48.8% | $84,808+98.5% |
| Participation rate | 89.6% | 72.9%+16.7pp | 76.6%+13.0pp | 68.3%+21.3pp |
| Annual return | 16.51% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,760 | $2,360+17.0% | $2,975-7.2% | $2,631+4.9% |
| Participant deferral / active EE | $9,307 | $4,242+119.4% | $5,107+82.2% | $4,212+121.0% |
| Admin fee / account holder | $20,582 | $8,989+129.0% | $12,068+70.6% | $7,344+180.3% |