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 | $143,366 | $81,460+76.0% | $103,333+38.7% | $80,856+77.3% |
| Participation rate | 76.0% | 66.8%+9.2pp | 74.5%+1.5pp | 67.6%+8.4pp |
| Annual return | 11.12% | 25.55%-14.4pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,042 | $3,105-66.4% | $3,868-73.1% | $2,755-62.2% |
| Participant deferral / active EE | $6,316 | $3,869+63.3% | $5,057+24.9% | $4,296+47.0% |
| Admin fee / account holder | $2,930 | $6,566-55.4% | $8,355-64.9% | $6,918-57.6% |