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 | $157,231 | $95,803+64.1% | $113,168+38.9% | $84,808+85.4% |
| Participation rate | 93.3% | 72.9%+20.5pp | 76.6%+16.8pp | 68.3%+25.0pp |
| Annual return | 14.43% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.5pp |
| Employer contribution / active EE | $7,098 | $2,360+200.8% | $2,975+138.6% | $2,631+169.8% |
| Participant deferral / active EE | $4,717 | $4,242+11.2% | $5,107-7.6% | $4,212+12.0% |
| Admin fee / account holder | $2,062 | $8,989-77.1% | $12,068-82.9% | $7,344-71.9% |