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 | $154,926 | $86,929+78.2% | $102,423+51.3% | $80,856+91.6% |
| Participation rate | 87.1% | 72.4%+14.7pp | 76.5%+10.6pp | 67.6%+19.5pp |
| Annual return | 17.74% | 18.88%-1.1pp | 29.32%-11.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $7,861 | $2,369+231.8% | $3,023+160.0% | $2,755+185.3% |
| Participant deferral / active EE | $5,429 | $4,118+31.8% | $5,053+7.4% | $4,296+26.4% |
| Admin fee / account holder | $22,930 | $8,049+184.9% | $9,451+142.6% | $6,918+231.5% |