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 | $159,099 | $95,803+66.1% | $113,168+40.6% | $84,808+87.6% |
| Participation rate | 96.0% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.7pp |
| Annual return | 14.44% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,179 | $2,360-7.6% | $2,975-26.7% | $2,631-17.2% |
| Participant deferral / active EE | $9,039 | $4,242+113.1% | $5,107+77.0% | $4,212+114.6% |
| Admin fee / account holder | $11,816 | $8,989+31.4% | $12,068-2.1% | $7,344+60.9% |