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 | $146,064 | $138,562+5.4% | $246,525-40.8% | $116,875+25.0% |
| Participation rate | 95.2% | 72.8%+22.4pp | 82.0%+13.3pp | 74.5%+20.7pp |
| Annual return | 12.77% | 16.14%-3.4pp | 0.46%+12.3pp | 16.29%-3.5pp |
| Employer contribution / active EE | $4,174 | $4,835-13.7% | $7,467-44.1% | $3,288+26.9% |
| Participant deferral / active EE | $4,878 | $4,207+16.0% | $5,422-10.0% | $3,885+25.6% |
| Admin fee / account holder | $15,550 | $18,110-14.1% | $16,551-6.0% | $12,263+26.8% |