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 | $146,456 | $95,803+52.9% | $113,168+29.4% | $84,808+72.7% |
| Participation rate | 97.6% | 72.9%+24.7pp | 76.6%+21.0pp | 68.3%+29.2pp |
| Annual return | 19.21% | 25.00%-5.8pp | 24.27%-5.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,667 | $2,360+13.0% | $2,975-10.4% | $2,631+1.4% |
| Participant deferral / active EE | $5,956 | $4,242+40.4% | $5,107+16.6% | $4,212+41.4% |
| Admin fee / account holder | $25,302 | $8,989+181.5% | $12,068+109.7% | $7,344+244.5% |