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 | $152,098 | $64,480+135.9% | $81,382+86.9% | $80,856+88.1% |
| Participation rate | 74.2% | 63.9%+10.3pp | 69.5%+4.7pp | 67.6%+6.6pp |
| Annual return | 13.66% | 16.34%-2.7pp | 24.73%-11.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,137 | $1,978+58.6% | $2,463+27.4% | $2,755+13.9% |
| Participant deferral / active EE | $7,222 | $3,094+133.5% | $3,883+86.0% | $4,296+68.1% |
| Admin fee / account holder | $50,987 | $5,671+799.1% | $5,768+783.9% | $6,918+637.0% |