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 | $183,118 | $95,803+91.1% | $113,168+61.8% | $84,808+115.9% |
| Participation rate | 89.1% | 72.9%+16.3pp | 76.6%+12.6pp | 68.3%+20.8pp |
| Annual return | 15.20% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,491 | $2,360+47.9% | $2,975+17.3% | $2,631+32.7% |
| Participant deferral / active EE | $5,688 | $4,242+34.1% | $5,107+11.4% | $4,212+35.1% |
| Admin fee / account holder | $8,821 | $8,989-1.9% | $12,068-26.9% | $7,344+20.1% |