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 | $145,756 | $95,803+52.1% | $113,168+28.8% | $84,808+71.9% |
| Participation rate | 81.6% | 72.9%+8.7pp | 76.6%+5.0pp | 68.3%+13.3pp |
| Annual return | 16.44% | 25.00%-8.6pp | 24.27%-7.8pp | 40.90%-24.5pp |
| Employer contribution / active EE | $7,105 | $2,360+201.1% | $2,975+138.8% | $2,631+170.1% |
| Participant deferral / active EE | $5,592 | $4,242+31.8% | $5,107+9.5% | $4,212+32.8% |
| Admin fee / account holder | $22,911 | $8,989+154.9% | $12,068+89.9% | $7,344+212.0% |