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 | $143,998 | $138,347+4.1% | $184,203-21.8% | $80,856+78.1% |
| Participation rate | 87.0% | 83.9%+3.1pp | 86.8%+0.1pp | 67.6%+19.3pp |
| Annual return | 22.04% | 20.02%+2.0pp | 28.81%-6.8pp | 35.59%-13.6pp |
| Employer contribution / active EE | $4,482 | $4,850-7.6% | $6,427-30.3% | $2,755+62.7% |
| Participant deferral / active EE | $14,562 | $7,071+105.9% | $9,131+59.5% | $4,296+239.0% |
| Admin fee / account holder | $26,936 | $10,483+156.9% | $13,901+93.8% | $6,918+289.4% |