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 | $149,328 | $80,968+84.4% | $96,544+54.7% | $75,163+98.7% |
| Participation rate | 80.7% | 71.8%+8.9pp | 76.0%+4.7pp | 67.2%+13.5pp |
| Annual return | 14.66% | 27.06%-12.4pp | 25.84%-11.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,527 | $2,282+10.8% | $2,965-14.8% | $2,670-5.3% |
| Participant deferral / active EE | $4,402 | $3,928+12.1% | $4,851-9.2% | $4,125+6.7% |
| Admin fee / account holder | $18,330 | $6,724+172.6% | $8,252+122.1% | $5,651+224.4% |