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 | $154,011 | $95,803+60.8% | $113,168+36.1% | $84,808+81.6% |
| Participation rate | 83.8% | 72.9%+10.9pp | 76.6%+7.2pp | 68.3%+15.5pp |
| Annual return | 15.14% | 25.00%-9.9pp | 24.27%-9.1pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,589 | $2,360-32.7% | $2,975-46.6% | $2,631-39.6% |
| Participant deferral / active EE | $6,467 | $4,242+52.4% | $5,107+26.6% | $4,212+53.5% |
| Admin fee / account holder | $5,817 | $8,989-35.3% | $12,068-51.8% | $7,344-20.8% |