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 | $158,890 | $95,803+65.8% | $113,168+40.4% | $84,808+87.4% |
| Participation rate | 96.0% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.7pp |
| Annual return | 15.83% | 25.00%-9.2pp | 24.27%-8.4pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,751 | $2,360+101.3% | $2,975+59.7% | $2,631+80.6% |
| Participant deferral / active EE | $4,968 | $4,242+17.1% | $5,107-2.7% | $4,212+18.0% |
| Admin fee / account holder | $5,210 | $8,989-42.0% | $12,068-56.8% | $7,344-29.1% |