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 | $144,067 | $74,927+92.3% | $101,794+41.5% | $84,808+69.9% |
| Participation rate | 84.0% | 61.4%+22.6pp | 69.2%+14.8pp | 68.3%+15.7pp |
| Annual return | 15.81% | 18.70%-2.9pp | 30.53%-14.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,284 | $1,522+50.1% | $2,289-0.2% | $2,631-13.2% |
| Participant deferral / active EE | $6,962 | $3,099+124.6% | $4,084+70.5% | $4,212+65.3% |
| Admin fee / account holder | $1,990 | $6,514-69.5% | $8,777-77.3% | $7,344-72.9% |