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 | $154,861 | $95,803+61.6% | $113,168+36.8% | $84,808+82.6% |
| Participation rate | 81.6% | 72.9%+8.8pp | 76.6%+5.1pp | 68.3%+13.3pp |
| Annual return | 16.01% | 25.00%-9.0pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,352 | $2,360-0.4% | $2,975-21.0% | $2,631-10.6% |
| Participant deferral / active EE | $9,293 | $4,242+119.1% | $5,107+82.0% | $4,212+120.6% |
| Admin fee / account holder | $5,470 | $8,989-39.1% | $12,068-54.7% | $7,344-25.5% |