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 | $153,555 | $60,349+154.4% | $74,183+107.0% | $62,891+144.2% |
| Participation rate | 77.8% | 72.7%+5.1pp | 76.6%+1.2pp | 69.3%+8.5pp |
| Annual return | 7.66% | 21.37%-13.7pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,707 | $1,680+120.6% | $2,370+56.4% | $2,281+62.5% |
| Participant deferral / active EE | $6,723 | $2,856+135.4% | $3,550+89.4% | $3,203+109.9% |
| Admin fee / account holder | $12,743 | $4,261+199.0% | $5,586+128.1% | $4,296+196.7% |