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 | $147,284 | $95,803+53.7% | $113,168+30.1% | $84,808+73.7% |
| Participation rate | 97.0% | 72.9%+24.1pp | 76.6%+20.4pp | 68.3%+28.7pp |
| Annual return | 12.40% | 25.00%-12.6pp | 24.27%-11.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $3,248 | $2,360+37.6% | $2,975+9.2% | $2,631+23.5% |
| Participant deferral / active EE | $4,490 | $4,242+5.8% | $5,107-12.1% | $4,212+6.6% |
| Admin fee / account holder | $8,713 | $8,989-3.1% | $12,068-27.8% | $7,344+18.6% |