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 | $144,887 | $74,927+93.4% | $101,794+42.3% | $84,808+70.8% |
| Participation rate | 85.7% | 61.4%+24.3pp | 69.2%+16.5pp | 68.3%+17.4pp |
| Annual return | 17.22% | 18.70%-1.5pp | 30.53%-13.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,559 | $1,522+68.2% | $2,289+11.8% | $2,631-2.7% |
| Participant deferral / active EE | $5,365 | $3,099+73.1% | $4,084+31.4% | $4,212+27.4% |
| Admin fee / account holder | $6,752 | $6,514+3.7% | $8,777-23.1% | $7,344-8.1% |