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 | $153,691 | $74,927+105.1% | $101,794+51.0% | $84,808+81.2% |
| Participation rate | 77.3% | 61.4%+15.9pp | 69.2%+8.1pp | 68.3%+9.0pp |
| Annual return | 16.22% | 18.70%-2.5pp | 30.53%-14.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,250 | $1,522+113.5% | $2,289+42.0% | $2,631+23.5% |
| Participant deferral / active EE | $7,839 | $3,099+153.0% | $4,084+92.0% | $4,212+86.1% |
| Admin fee / account holder | $4,087 | $6,514-37.3% | $8,777-53.4% | $7,344-44.4% |