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 | $153,267 | $109,413+40.1% | $156,263-1.9% | $84,808+80.7% |
| Participation rate | 84.6% | 72.7%+11.9pp | 78.9%+5.7pp | 68.3%+16.3pp |
| Annual return | 12.56% | 20.18%-7.6pp | 59.47%-46.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,659 | $2,907-8.5% | $4,333-38.6% | $2,631+1.0% |
| Participant deferral / active EE | $6,989 | $4,590+52.3% | $6,158+13.5% | $4,212+65.9% |
| Admin fee / account holder | $29,614 | $9,357+216.5% | $14,255+107.7% | $7,344+303.2% |