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 | $156,152 | $86,929+79.6% | $102,423+52.5% | $80,856+93.1% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 15.30% | 18.88%-3.6pp | 29.32%-14.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,693 | $2,369+13.7% | $3,023-10.9% | $2,755-2.2% |
| Participant deferral / active EE | $6,122 | $4,118+48.6% | $5,053+21.2% | $4,296+42.5% |
| Admin fee / account holder | $1,012 | $8,049-87.4% | $9,451-89.3% | $6,918-85.4% |