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 6-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 | $143,806 | $81,460+76.5% | $103,333+39.2% | $80,856+77.9% |
| Participation rate | 86.7% | 66.8%+19.8pp | 74.5%+12.2pp | 67.6%+19.0pp |
| Annual return | 17.04% | 25.55%-8.5pp | 24.88%-7.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $3,785 | $3,105+21.9% | $3,868-2.2% | $2,755+37.4% |
| Participant deferral / active EE | $4,637 | $3,869+19.9% | $5,057-8.3% | $4,296+8.0% |
| Admin fee / account holder | $10,751 | $6,566+63.7% | $8,355+28.7% | $6,918+55.4% |