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 | $144,249 | $76,367+88.9% | $93,606+54.1% | $72,985+97.6% |
| Participation rate | 88.5% | 71.7%+16.7pp | 75.8%+12.6pp | 69.5%+19.0pp |
| Annual return | 21.26% | 25.82%-4.6pp | 32.76%-11.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,193 | $2,275-3.6% | $2,718-19.3% | $2,440-10.1% |
| Participant deferral / active EE | $5,803 | $3,538+64.0% | $4,069+42.6% | $3,607+60.9% |
| Admin fee / account holder | $22,488 | $6,838+228.9% | $7,888+185.1% | $5,124+338.8% |