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 | $148,537 | $74,927+98.2% | $101,794+45.9% | $84,808+75.1% |
| Participation rate | 74.5% | 61.4%+13.1pp | 69.2%+5.3pp | 68.3%+6.2pp |
| Annual return | 15.64% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,444 | $1,522-5.1% | $2,289-36.9% | $2,631-45.1% |
| Participant deferral / active EE | $6,084 | $3,099+96.3% | $4,084+49.0% | $4,212+44.5% |
| Admin fee / account holder | $1,288 | $6,514-80.2% | $8,777-85.3% | $7,344-82.5% |