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 | $153,229 | $109,881+39.5% | $150,045+2.1% | $84,808+80.7% |
| Participation rate | 88.2% | 76.1%+12.1pp | 82.3%+5.9pp | 68.3%+19.9pp |
| Annual return | 17.96% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,710 | $3,561+4.2% | $4,693-20.9% | $2,631+41.0% |
| Participant deferral / active EE | $8,637 | $6,636+30.2% | $7,997+8.0% | $4,212+105.1% |
| Admin fee / account holder | $12,690 | $8,568+48.1% | $13,435-5.5% | $7,344+72.8% |