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 | $157,079 | $68,719+128.6% | $91,541+71.6% | $84,808+85.2% |
| Participation rate | 75.0% | 64.5%+10.5pp | 69.8%+5.2pp | 68.3%+6.7pp |
| Annual return | 18.66% | 19.12%-0.5pp | 20.50%-1.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,808 | $1,920+46.2% | $2,505+12.1% | $2,631+6.7% |
| Participant deferral / active EE | $5,411 | $3,136+72.6% | $4,008+35.0% | $4,212+28.5% |
| Admin fee / account holder | $3,947 | $5,786-31.8% | $6,956-43.3% | $7,344-46.3% |