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 | $161,097 | $71,829+124.3% | $69,780+130.9% | $142,382+13.1% |
| Participation rate | 89.5% | 81.6%+7.9pp | 79.3%+10.2pp | 80.1%+9.4pp |
| Annual return | 15.06% | 31.01%-16.0pp | 26.31%-11.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $6,028 | $4,385+37.5% | $4,168+44.6% | $4,299+40.2% |
| Participant deferral / active EE | $6,070 | $6,819-11.0% | $6,164-1.5% | $6,507-6.7% |
| Admin fee / account holder | $15,793 | $7,818+102.0% | $7,285+116.8% | $12,624+25.1% |