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 | $143,540 | $109,881+30.6% | $150,045-4.3% | $84,808+69.3% |
| Participation rate | 87.2% | 76.1%+11.1pp | 82.3%+4.9pp | 68.3%+18.9pp |
| Annual return | 17.06% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,667 | $3,561-53.2% | $4,693-64.5% | $2,631-36.7% |
| Participant deferral / active EE | $7,684 | $6,636+15.8% | $7,997-3.9% | $4,212+82.5% |
| Admin fee / account holder | $9,026 | $8,568+5.3% | $13,435-32.8% | $7,344+22.9% |