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 | $144,028 | $109,881+31.1% | $150,045-4.0% | $84,808+69.8% |
| Participation rate | 72.5% | 76.1%-3.5pp | 82.3%-9.8pp | 68.3%+4.2pp |
| Annual return | 16.17% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,402 | $3,561-32.6% | $4,693-48.8% | $2,631-8.7% |
| Participant deferral / active EE | $8,452 | $6,636+27.4% | $7,997+5.7% | $4,212+100.7% |
| Admin fee / account holder | $10,575 | $8,568+23.4% | $13,435-21.3% | $7,344+44.0% |