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 | $147,281 | $109,413+34.6% | $156,263-5.7% | $84,808+73.7% |
| Participation rate | 72.4% | 72.7%-0.3pp | 78.9%-6.5pp | 68.3%+4.1pp |
| Annual return | 15.83% | 20.18%-4.4pp | 59.47%-43.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,582 | $2,907-11.2% | $4,333-40.4% | $2,631-1.9% |
| Participant deferral / active EE | $9,203 | $4,590+100.5% | $6,158+49.4% | $4,212+118.5% |
| Admin fee / account holder | $19,002 | $9,357+103.1% | $14,255+33.3% | $7,344+158.8% |