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 | $153,485 | $86,929+76.6% | $102,423+49.9% | $80,856+89.8% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.6%+25.0pp |
| Annual return | 13.30% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,784 | $2,369-24.7% | $3,023-41.0% | $2,755-35.3% |
| Participant deferral / active EE | $6,685 | $4,118+62.3% | $5,053+32.3% | $4,296+55.6% |
| Admin fee / account holder | $13,700 | $8,049+70.2% | $9,451+45.0% | $6,918+98.0% |