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 | $148,123 | $81,460+81.8% | $103,333+43.3% | $80,856+83.2% |
| Participation rate | 74.2% | 66.8%+7.3pp | 74.5%-0.3pp | 67.6%+6.6pp |
| Annual return | 13.55% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,406 | $3,105-22.5% | $3,868-37.8% | $2,755-12.7% |
| Participant deferral / active EE | $3,867 | $3,869-0.1% | $5,057-23.5% | $4,296-10.0% |
| Admin fee / account holder | $1,691 | $6,566-74.2% | $8,355-79.8% | $6,918-75.6% |