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 | $145,513 | $70,475+106.5% | $100,516+44.8% | $79,858+82.2% |
| Participation rate | 80.8% | 73.7%+7.1pp | 79.4%+1.4pp | 69.6%+11.1pp |
| Annual return | 17.25% | 21.90%-4.6pp | 30.89%-13.6pp | 31.71%-14.5pp |
| Employer contribution / active EE | $3,030 | $2,165+40.0% | $3,418-11.3% | $2,471+22.6% |
| Participant deferral / active EE | $6,086 | $5,181+17.5% | $6,270-2.9% | $3,740+62.7% |
| Admin fee / account holder | $12,415 | $4,478+177.2% | $8,081+53.6% | $5,306+134.0% |