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 | $146,659 | $74,927+95.7% | $101,794+44.1% | $84,808+72.9% |
| Participation rate | 96.7% | 61.4%+35.3pp | 69.2%+27.5pp | 68.3%+28.4pp |
| Annual return | 13.14% | 18.70%-5.6pp | 30.53%-17.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,090 | $1,522-28.4% | $2,289-52.4% | $2,631-58.6% |
| Participant deferral / active EE | $4,602 | $3,099+48.5% | $4,084+12.7% | $4,212+9.3% |
| Admin fee / account holder | $5,587 | $6,514-14.2% | $8,777-36.3% | $7,344-23.9% |