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 | $169,587 | $95,803+77.0% | $113,168+49.9% | $84,808+100.0% |
| Participation rate | 86.8% | 72.9%+13.9pp | 76.6%+10.2pp | 68.3%+18.5pp |
| Annual return | 17.44% | 25.00%-7.6pp | 24.27%-6.8pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,196 | $2,360-6.9% | $2,975-26.2% | $2,631-16.5% |
| Participant deferral / active EE | $4,565 | $4,242+7.6% | $5,107-10.6% | $4,212+8.4% |
| Admin fee / account holder | $7,311 | $8,989-18.7% | $12,068-39.4% | $7,344-0.4% |