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 | $142,601 | $74,927+90.3% | $101,794+40.1% | $84,808+68.1% |
| Participation rate | 97.1% | 61.4%+35.7pp | 69.2%+28.0pp | 68.3%+28.8pp |
| Annual return | 16.20% | 18.70%-2.5pp | 30.53%-14.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,403 | $1,522-7.8% | $2,289-38.7% | $2,631-46.7% |
| Participant deferral / active EE | $5,390 | $3,099+73.9% | $4,084+32.0% | $4,212+28.0% |
| Admin fee / account holder | $7,298 | $6,514+12.0% | $8,777-16.8% | $7,344-0.6% |