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 | $160,570 | $74,927+114.3% | $101,794+57.7% | $84,808+89.3% |
| Participation rate | 87.1% | 61.4%+25.7pp | 69.2%+17.9pp | 68.3%+18.8pp |
| Annual return | 13.90% | 18.70%-4.8pp | 30.53%-16.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,633 | $1,522+138.7% | $2,289+58.7% | $2,631+38.1% |
| Participant deferral / active EE | $8,192 | $3,099+164.3% | $4,084+100.6% | $4,212+94.5% |
| Admin fee / account holder | $12,088 | $6,514+85.6% | $8,777+37.7% | $7,344+64.6% |