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 | $151,665 | $60,349+151.3% | $74,183+104.4% | $62,891+141.2% |
| Participation rate | 79.4% | 72.7%+6.7pp | 76.6%+2.8pp | 69.3%+10.1pp |
| Annual return | 7.89% | 21.37%-13.5pp | 17.74%-9.8pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,978 | $1,680+17.7% | $2,370-16.6% | $2,281-13.3% |
| Participant deferral / active EE | $6,118 | $2,856+114.2% | $3,550+72.3% | $3,203+91.0% |
| Admin fee / account holder | $10,272 | $4,261+141.1% | $5,586+83.9% | $4,296+139.1% |