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 | $159,538 | $78,926+102.1% | $136,749+16.7% | $84,808+88.1% |
| Participation rate | 75.4% | 62.2%+13.3pp | 72.1%+3.3pp | 68.3%+7.1pp |
| Annual return | 14.07% | 18.17%-4.1pp | 24.33%-10.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,564 | $2,134+113.8% | $3,400+34.2% | $2,631+73.5% |
| Participant deferral / active EE | $7,244 | $3,168+128.6% | $4,692+54.4% | $4,212+72.0% |
| Admin fee / account holder | $9,942 | $6,369+56.1% | $11,386-12.7% | $7,344+35.4% |