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 | $165,517 | $95,803+72.8% | $113,168+46.3% | $84,808+95.2% |
| Participation rate | 74.7% | 72.9%+1.9pp | 76.6%-1.8pp | 68.3%+6.4pp |
| Annual return | 14.38% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,352 | $2,360-0.4% | $2,975-21.0% | $2,631-10.6% |
| Participant deferral / active EE | $4,933 | $4,242+16.3% | $5,107-3.4% | $4,212+17.1% |
| Admin fee / account holder | $39,312 | $8,989+337.3% | $12,068+225.8% | $7,344+435.3% |