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 | $154,836 | $68,719+125.3% | $91,541+69.1% | $84,808+82.6% |
| Participation rate | 94.7% | 64.5%+30.2pp | 69.8%+25.0pp | 68.3%+26.4pp |
| Annual return | 16.72% | 19.12%-2.4pp | 20.50%-3.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $9,721 | $1,920+406.4% | $2,505+288.1% | $2,631+269.5% |
| Participant deferral / active EE | $9,187 | $3,136+193.0% | $4,008+129.2% | $4,212+118.1% |
| Admin fee / account holder | $2,747 | $5,786-52.5% | $6,956-60.5% | $7,344-62.6% |