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 | $147,659 | $81,248+81.7% | $155,509-5.0% | $80,856+82.6% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 24.83% | 33.31%-8.5pp | 64.67%-39.8pp | 35.59%-10.8pp |
| Employer contribution / active EE | $3,592 | $3,100+15.9% | $4,672-23.1% | $2,755+30.4% |
| Participant deferral / active EE | $2,721 | $3,452-21.2% | $5,626-51.6% | $4,296-36.7% |
| Admin fee / account holder | $28,918 | $7,997+261.6% | $15,912+81.7% | $6,918+318.0% |