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 | $143,927 | $74,927+92.1% | $101,794+41.4% | $84,808+69.7% |
| Participation rate | 82.8% | 61.4%+21.4pp | 69.2%+13.6pp | 68.3%+14.4pp |
| Annual return | 16.92% | 18.70%-1.8pp | 30.53%-13.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,650 | $1,522+74.1% | $2,289+15.8% | $2,631+0.7% |
| Participant deferral / active EE | $5,423 | $3,099+75.0% | $4,084+32.8% | $4,212+28.8% |
| Admin fee / account holder | $4,584 | $6,514-29.6% | $8,777-47.8% | $7,344-37.6% |