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 | $144,178 | $66,402+117.1% | $109,895+31.2% | $85,850+67.9% |
| Participation rate | 73.3% | 63.9%+9.5pp | 74.2%-0.9pp | 69.3%+4.0pp |
| Annual return | 25.67% | 19.59%+6.1pp | 29.45%-3.8pp | 318.53%-292.9pp |
| Employer contribution / active EE | $2,328 | $1,687+38.0% | $2,842-18.1% | $2,565-9.2% |
| Participant deferral / active EE | $4,098 | $2,842+44.2% | $4,048+1.2% | $3,952+3.7% |
| Admin fee / account holder | $4,694 | $4,557+3.0% | $6,066-22.6% | $6,260-25.0% |