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 | $143,553 | $77,503+85.2% | $100,391+43.0% | $80,856+77.5% |
| Participation rate | 91.4% | 76.9%+14.5pp | 81.5%+9.9pp | 67.6%+23.8pp |
| Annual return | 19.09% | 37.20%-18.1pp | 49.20%-30.1pp | 35.59%-16.5pp |
| Employer contribution / active EE | $2,833 | $2,801+1.1% | $3,942-28.1% | $2,755+2.8% |
| Participant deferral / active EE | $7,978 | $6,820+17.0% | $8,082-1.3% | $4,296+85.7% |
| Admin fee / account holder | $2,788 | $5,897-52.7% | $7,899-64.7% | $6,918-59.7% |