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 | $152,415 | $109,881+38.7% | $150,045+1.6% | $84,808+79.7% |
| Participation rate | 91.7% | 76.1%+15.6pp | 82.3%+9.3pp | 68.3%+23.4pp |
| Annual return | 14.83% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,689 | $3,561+3.6% | $4,693-21.4% | $2,631+40.2% |
| Participant deferral / active EE | $7,893 | $6,636+18.9% | $7,997-1.3% | $4,212+87.4% |
| Admin fee / account holder | $6,835 | $8,568-20.2% | $13,435-49.1% | $7,344-6.9% |