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 | $146,127 | $60,892+140.0% | $82,389+77.4% | $84,808+72.3% |
| Participation rate | 77.8% | 63.3%+14.5pp | 69.5%+8.2pp | 68.3%+9.5pp |
| Annual return | 17.72% | 37.29%-19.6pp | 28.67%-10.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,338 | $1,779+87.6% | $2,517+32.6% | $2,631+26.9% |
| Participant deferral / active EE | $12,355 | $3,179+288.7% | $4,155+197.4% | $4,212+193.4% |
| Admin fee / account holder | $9,440 | $5,467+72.7% | $7,231+30.6% | $7,344+28.5% |