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 | $148,363 | $76,367+94.3% | $93,606+58.5% | $72,985+103.3% |
| Participation rate | 83.5% | 71.7%+11.8pp | 75.8%+7.7pp | 69.5%+14.1pp |
| Annual return | 23.47% | 25.82%-2.3pp | 32.76%-9.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $606 | $2,275-73.4% | $2,718-77.7% | $2,440-75.2% |
| Participant deferral / active EE | $5,938 | $3,538+67.8% | $4,069+45.9% | $3,607+64.6% |
| Admin fee / account holder | $7,006 | $6,838+2.5% | $7,888-11.2% | $5,124+36.7% |