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 | $148,933 | $100,326+48.4% | $180,183-17.3% | $84,808+75.6% |
| Participation rate | 91.0% | 71.0%+20.0pp | 77.4%+13.6pp | 68.3%+22.7pp |
| Annual return | 13.18% | 17.86%-4.7pp | 27.86%-14.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,440 | $3,269-55.9% | $5,039-71.4% | $2,631-45.3% |
| Participant deferral / active EE | $6,279 | $5,066+23.9% | $6,822-8.0% | $4,212+49.1% |
| Admin fee / account holder | $15,501 | $9,674+60.2% | $19,975-22.4% | $7,344+111.1% |