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 | $154,708 | $47,848+223.3% | $81,478+89.9% | $70,131+120.6% |
| Participation rate | 72.9% | 58.3%+14.6pp | 68.0%+5.0pp | 69.5%+3.4pp |
| Annual return | 17.96% | 27.25%-9.3pp | 38.78%-20.8pp | 73.14%-55.2pp |
| Employer contribution / active EE | $3,232 | $1,527+111.6% | $2,568+25.9% | $2,342+38.0% |
| Participant deferral / active EE | $6,340 | $2,453+158.5% | $3,537+79.3% | $3,332+90.3% |
| Admin fee / account holder | $5,944 | $3,145+89.0% | $4,561+30.3% | $4,645+28.0% |