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 | $153,631 | $109,881+39.8% | $150,045+2.4% | $84,808+81.2% |
| Participation rate | 81.9% | 76.1%+5.8pp | 82.3%-0.4pp | 68.3%+13.6pp |
| Annual return | 14.52% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,897 | $3,561-18.6% | $4,693-38.3% | $2,631+10.1% |
| Participant deferral / active EE | $5,265 | $6,636-20.7% | $7,997-34.2% | $4,212+25.0% |
| Admin fee / account holder | $9,095 | $8,568+6.2% | $13,435-32.3% | $7,344+23.9% |