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 | $154,466 | $95,803+61.2% | $113,168+36.5% | $84,808+82.1% |
| Participation rate | 86.7% | 72.9%+13.8pp | 76.6%+10.1pp | 68.3%+18.4pp |
| Annual return | 17.20% | 25.00%-7.8pp | 24.27%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $4,209 | $2,360+78.3% | $2,975+41.5% | $2,631+60.0% |
| Participant deferral / active EE | $5,653 | $4,242+33.3% | $5,107+10.7% | $4,212+34.2% |
| Admin fee / account holder | $6,478 | $8,989-27.9% | $12,068-46.3% | $7,344-11.8% |