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 | $152,732 | $94,625+61.4% | $116,228+31.4% | $84,808+80.1% |
| Participation rate | 82.5% | 70.4%+12.1pp | 74.6%+8.0pp | 68.3%+14.2pp |
| Annual return | 12.68% | 20.40%-7.7pp | 90.06%-77.4pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,174 | $2,347-50.0% | $2,994-60.8% | $2,631-55.4% |
| Participant deferral / active EE | $5,014 | $3,972+26.2% | $4,953+1.2% | $4,212+19.1% |
| Admin fee / account holder | $3,088 | $10,091-69.4% | $11,989-74.2% | $7,344-58.0% |