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 | $153,257 | $138,347+10.8% | $184,203-16.8% | $80,856+89.5% |
| Participation rate | 95.7% | 83.9%+11.8pp | 86.8%+8.8pp | 67.6%+28.0pp |
| Annual return | 23.16% | 20.02%+3.1pp | 28.81%-5.6pp | 35.59%-12.4pp |
| Employer contribution / active EE | $3,099 | $4,850-36.1% | $6,427-51.8% | $2,755+12.5% |
| Participant deferral / active EE | $7,350 | $7,071+3.9% | $9,131-19.5% | $4,296+71.1% |
| Admin fee / account holder | $3,256 | $10,483-68.9% | $13,901-76.6% | $6,918-52.9% |