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 | $128,708 | $95,803+34.3% | $113,168+13.7% | $84,808+51.8% |
| Participation rate | 73.3% | 72.9%+0.5pp | 76.6%-3.2pp | 68.3%+5.0pp |
| Annual return | 16.17% | 25.00%-8.8pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,044 | $2,360+71.3% | $2,975+35.9% | $2,631+53.7% |
| Participant deferral / active EE | $5,337 | $4,242+25.8% | $5,107+4.5% | $4,212+26.7% |
| Admin fee / account holder | $22,317 | $8,989+148.3% | $12,068+84.9% | $7,344+203.9% |