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 | $145,142 | $81,460+78.2% | $103,333+40.5% | $80,856+79.5% |
| Participation rate | 72.5% | 66.8%+5.7pp | 74.5%-2.0pp | 67.6%+4.9pp |
| Annual return | 12.20% | 25.55%-13.3pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $4,814 | $3,105+55.0% | $3,868+24.5% | $2,755+74.7% |
| Participant deferral / active EE | $7,318 | $3,869+89.2% | $5,057+44.7% | $4,296+70.4% |
| Admin fee / account holder | $3,103 | $6,566-52.7% | $8,355-62.9% | $6,918-55.1% |