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 | $158,690 | $95,803+65.6% | $113,168+40.2% | $84,808+87.1% |
| Participation rate | 96.9% | 72.9%+24.0pp | 76.6%+20.3pp | 68.3%+28.6pp |
| Annual return | 14.23% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $6,702 | $2,360+184.0% | $2,975+125.3% | $2,631+154.7% |
| Participant deferral / active EE | $5,388 | $4,242+27.0% | $5,107+5.5% | $4,212+27.9% |
| Admin fee / account holder | $2,215 | $8,989-75.4% | $12,068-81.6% | $7,344-69.8% |