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 | $146,716 | $60,892+140.9% | $82,389+78.1% | $84,808+73.0% |
| Participation rate | 92.3% | 63.3%+29.0pp | 69.5%+22.8pp | 68.3%+24.0pp |
| Annual return | 16.75% | 37.29%-20.5pp | 28.67%-11.9pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,235 | $1,779+81.8% | $2,517+28.5% | $2,631+23.0% |
| Participant deferral / active EE | $2,322 | $3,179-26.9% | $4,155-44.1% | $4,212-44.9% |
| Admin fee / account holder | $2,274 | $5,467-58.4% | $7,231-68.5% | $7,344-69.0% |