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 | $155,063 | $99,985+55.1% | $146,665+5.7% | $85,850+80.6% |
| Participation rate | 73.3% | 73.1%+0.3pp | 80.1%-6.7pp | 69.3%+4.0pp |
| Annual return | 18.87% | 18.93%-0.1pp | 22.74%-3.9pp | 318.53%-299.7pp |
| Employer contribution / active EE | $1,763 | $2,559-31.1% | $4,136-57.4% | $2,565-31.3% |
| Participant deferral / active EE | $3,625 | $4,006-9.5% | $5,506-34.2% | $3,952-8.3% |
| Admin fee / account holder | $7,079 | $7,702-8.1% | $10,280-31.1% | $6,260+13.1% |