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 | $176,501 | $109,413+61.3% | $156,263+13.0% | $84,808+108.1% |
| Participation rate | 78.4% | 72.7%+5.7pp | 78.9%-0.5pp | 68.3%+10.1pp |
| Annual return | 18.01% | 20.18%-2.2pp | 59.47%-41.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,867 | $2,907-1.4% | $4,333-33.8% | $2,631+9.0% |
| Participant deferral / active EE | $6,804 | $4,590+48.2% | $6,158+10.5% | $4,212+61.6% |
| Admin fee / account holder | $18,185 | $9,357+94.4% | $14,255+27.6% | $7,344+147.6% |