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 | $155,518 | $78,926+97.0% | $136,749+13.7% | $84,808+83.4% |
| Participation rate | 79.4% | 62.2%+17.2pp | 72.1%+7.3pp | 68.3%+11.1pp |
| Annual return | 16.19% | 18.17%-2.0pp | 24.33%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,342 | $2,134+103.5% | $3,400+27.7% | $2,631+65.0% |
| Participant deferral / active EE | $7,229 | $3,168+128.2% | $4,692+54.1% | $4,212+71.6% |
| Admin fee / account holder | $7,445 | $6,369+16.9% | $11,386-34.6% | $7,344+1.4% |