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 | $153,729 | $68,719+123.7% | $91,541+67.9% | $84,808+81.3% |
| Participation rate | 97.2% | 64.5%+32.7pp | 69.8%+27.4pp | 68.3%+28.9pp |
| Annual return | 16.41% | 19.12%-2.7pp | 20.50%-4.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,173 | $1,920+13.2% | $2,505-13.3% | $2,631-17.4% |
| Participant deferral / active EE | $6,986 | $3,136+122.8% | $4,008+74.3% | $4,212+65.9% |
| Admin fee / account holder | $8,788 | $5,786+51.9% | $6,956+26.3% | $7,344+19.7% |