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 | $146,019 | $109,881+32.9% | $150,045-2.7% | $84,808+72.2% |
| Participation rate | 76.6% | 76.1%+0.5pp | 82.3%-5.8pp | 68.3%+8.3pp |
| Annual return | 15.96% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,524 | $3,561-1.0% | $4,693-24.9% | $2,631+33.9% |
| Participant deferral / active EE | $8,539 | $6,636+28.7% | $7,997+6.8% | $4,212+102.7% |
| Admin fee / account holder | $3,927 | $8,568-54.2% | $13,435-70.8% | $7,344-46.5% |