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 | $147,484 | $95,803+53.9% | $113,168+30.3% | $84,808+73.9% |
| Participation rate | 92.6% | 72.9%+19.7pp | 76.6%+16.0pp | 68.3%+24.3pp |
| Annual return | 12.49% | 25.00%-12.5pp | 24.27%-11.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $4,327 | $2,360+83.4% | $2,975+45.4% | $2,631+64.5% |
| Participant deferral / active EE | $9,478 | $4,242+123.4% | $5,107+85.6% | $4,212+125.0% |
| Admin fee / account holder | $10,997 | $8,989+22.3% | $12,068-8.9% | $7,344+49.7% |