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 | $149,622 | $80,673+85.5% | $101,326+47.7% | $84,808+76.4% |
| Participation rate | 87.9% | 77.8%+10.1pp | 81.5%+6.4pp | 68.3%+19.6pp |
| Annual return | 18.31% | 38.95%-20.6pp | 36.82%-18.5pp | 40.90%-22.6pp |
| Employer contribution / active EE | $4,248 | $2,698+57.5% | $3,665+15.9% | $2,631+61.5% |
| Participant deferral / active EE | $11,437 | $6,840+67.2% | $7,994+43.1% | $4,212+171.6% |
| Admin fee / account holder | $1,637 | $12,784-87.2% | $11,185-85.4% | $7,344-77.7% |