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 | $147,311 | $109,881+34.1% | $150,045-1.8% | $84,808+73.7% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.3pp | 68.3%+18.4pp |
| Annual return | 16.18% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,730 | $3,561-23.3% | $4,693-41.8% | $2,631+3.8% |
| Participant deferral / active EE | $6,968 | $6,636+5.0% | $7,997-12.9% | $4,212+65.4% |
| Admin fee / account holder | $16,649 | $8,568+94.3% | $13,435+23.9% | $7,344+126.7% |