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 | $143,335 | $81,460+76.0% | $103,333+38.7% | $80,856+77.3% |
| Participation rate | 76.8% | 66.8%+9.9pp | 74.5%+2.3pp | 67.6%+9.1pp |
| Annual return | 16.77% | 25.55%-8.8pp | 24.88%-8.1pp | 35.59%-18.8pp |
| Employer contribution / active EE | $4,216 | $3,105+35.8% | $3,868+9.0% | $2,755+53.1% |
| Participant deferral / active EE | $7,715 | $3,869+99.4% | $5,057+52.5% | $4,296+79.6% |
| Admin fee / account holder | $34,812 | $6,566+430.2% | $8,355+316.7% | $6,918+403.2% |