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 | $146,228 | $87,013+68.1% | $106,213+37.7% | $80,856+80.8% |
| Participation rate | 90.6% | 70.4%+20.2pp | 75.3%+15.3pp | 67.6%+23.0pp |
| Annual return | 14.44% | 17.05%-2.6pp | 116.14%-101.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,202 | $2,395-8.1% | $3,171-30.6% | $2,755-20.1% |
| Participant deferral / active EE | $5,063 | $3,986+27.0% | $5,016+0.9% | $4,296+17.9% |
| Admin fee / account holder | $5,425 | $8,431-35.7% | $11,033-50.8% | $6,918-21.6% |