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 | $147,414 | $101,724+44.9% | $164,813-10.6% | $80,856+82.3% |
| Participation rate | 94.4% | 71.8%+22.6pp | 78.6%+15.8pp | 67.6%+26.8pp |
| Annual return | 14.36% | 16.72%-2.4pp | 69.93%-55.6pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,862 | $2,953-37.0% | $4,341-57.1% | $2,755-32.4% |
| Participant deferral / active EE | $5,252 | $4,477+17.3% | $6,031-12.9% | $4,296+22.3% |
| Admin fee / account holder | $9,305 | $8,227+13.1% | $12,690-26.7% | $6,918+34.5% |