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 | $149,099 | $89,753+66.1% | $107,525+38.7% | $84,808+75.8% |
| Participation rate | 78.1% | 68.1%+10.1pp | 75.1%+3.1pp | 68.3%+9.8pp |
| Annual return | 15.77% | 29.48%-13.7pp | 181.32%-165.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,501 | $3,113-19.7% | $3,754-33.4% | $2,631-4.9% |
| Participant deferral / active EE | $5,841 | $4,056+44.0% | $5,116+14.2% | $4,212+38.7% |
| Admin fee / account holder | $11,526 | $7,222+59.6% | $8,919+29.2% | $7,344+56.9% |