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 | $155,822 | $80,717+93.0% | $154,803+0.7% | $84,808+83.7% |
| Participation rate | 89.7% | 66.8%+22.9pp | 78.1%+11.7pp | 68.3%+21.4pp |
| Annual return | 13.98% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,508 | $2,761-9.2% | $4,305-41.7% | $2,631-4.7% |
| Participant deferral / active EE | $4,840 | $3,303+46.5% | $5,540-12.6% | $4,212+14.9% |
| Admin fee / account holder | $12,930 | $6,746+91.7% | $14,329-9.8% | $7,344+76.1% |