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 | $150,321 | $95,803+56.9% | $113,168+32.8% | $84,808+77.3% |
| Participation rate | 80.5% | 72.9%+7.6pp | 76.6%+3.9pp | 68.3%+12.1pp |
| Annual return | 17.31% | 25.00%-7.7pp | 24.27%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,494 | $2,360+5.7% | $2,975-16.2% | $2,631-5.2% |
| Participant deferral / active EE | $6,469 | $4,242+52.5% | $5,107+26.7% | $4,212+53.6% |
| Admin fee / account holder | $8,167 | $8,989-9.1% | $12,068-32.3% | $7,344+11.2% |