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 | $146,105 | $78,926+85.1% | $136,749+6.8% | $84,808+72.3% |
| Participation rate | 89.3% | 62.2%+27.1pp | 72.1%+17.1pp | 68.3%+21.0pp |
| Annual return | 15.71% | 18.17%-2.5pp | 24.33%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,296 | $2,134+7.6% | $3,400-32.4% | $2,631-12.7% |
| Participant deferral / active EE | $4,763 | $3,168+50.3% | $4,692+1.5% | $4,212+13.1% |
| Admin fee / account holder | $10,468 | $6,369+64.4% | $11,386-8.1% | $7,344+42.5% |