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 | $155,567 | $109,881+41.6% | $150,045+3.7% | $84,808+83.4% |
| Participation rate | 74.0% | 76.1%-2.1pp | 82.3%-8.3pp | 68.3%+5.7pp |
| Annual return | 15.04% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,184 | $3,561-66.7% | $4,693-74.8% | $2,631-55.0% |
| Participant deferral / active EE | $6,860 | $6,636+3.4% | $7,997-14.2% | $4,212+62.9% |
| Admin fee / account holder | $13,151 | $8,568+53.5% | $13,435-2.1% | $7,344+79.1% |