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 | $145,520 | $80,717+80.3% | $154,803-6.0% | $84,808+71.6% |
| Participation rate | 89.2% | 66.8%+22.4pp | 78.1%+11.1pp | 68.3%+20.9pp |
| Annual return | 16.20% | 37.96%-21.8pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,031 | $2,761+9.8% | $4,305-29.6% | $2,631+15.2% |
| Participant deferral / active EE | $7,193 | $3,303+117.8% | $5,540+29.8% | $4,212+70.8% |
| Admin fee / account holder | $8,262 | $6,746+22.5% | $14,329-42.3% | $7,344+12.5% |