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 | $142,177 | $74,927+89.8% | $101,794+39.7% | $84,808+67.6% |
| Participation rate | 75.4% | 61.4%+14.0pp | 69.2%+6.2pp | 68.3%+7.1pp |
| Annual return | 17.80% | 18.70%-0.9pp | 30.53%-12.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,579 | $1,522+69.5% | $2,289+12.7% | $2,631-2.0% |
| Participant deferral / active EE | $5,089 | $3,099+64.2% | $4,084+24.6% | $4,212+20.8% |
| Admin fee / account holder | $2,278 | $6,514-65.0% | $8,777-74.0% | $7,344-69.0% |