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 | $146,532 | $81,460+79.9% | $103,333+41.8% | $80,856+81.2% |
| Participation rate | 95.7% | 66.8%+28.9pp | 74.5%+21.2pp | 67.6%+28.1pp |
| Annual return | 12.75% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,992 | $3,105-3.7% | $3,868-22.6% | $2,755+8.6% |
| Participant deferral / active EE | $7,958 | $3,869+105.7% | $5,057+57.4% | $4,296+85.3% |
| Admin fee / account holder | $7,427 | $6,566+13.1% | $8,355-11.1% | $6,918+7.4% |