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 | $157,933 | $95,803+64.9% | $113,168+39.6% | $84,808+86.2% |
| Participation rate | 90.6% | 72.9%+17.8pp | 76.6%+14.1pp | 68.3%+22.3pp |
| Annual return | 15.12% | 25.00%-9.9pp | 24.27%-9.1pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,608 | $2,360-31.8% | $2,975-45.9% | $2,631-38.9% |
| Participant deferral / active EE | $3,054 | $4,242-28.0% | $5,107-40.2% | $4,212-27.5% |
| Admin fee / account holder | $6,620 | $8,989-26.3% | $12,068-45.1% | $7,344-9.9% |