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 | $143,672 | $95,803+50.0% | $113,168+27.0% | $84,808+69.4% |
| Participation rate | 93.0% | 72.9%+20.1pp | 76.6%+16.4pp | 68.3%+24.7pp |
| Annual return | 16.06% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,784 | $2,360-24.4% | $2,975-40.0% | $2,631-32.2% |
| Participant deferral / active EE | $7,601 | $4,242+79.2% | $5,107+48.9% | $4,212+80.5% |
| Admin fee / account holder | $3,290 | $8,989-63.4% | $12,068-72.7% | $7,344-55.2% |