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 | $158,360 | $95,803+65.3% | $113,168+39.9% | $84,808+86.7% |
| Participation rate | 79.4% | 72.9%+6.5pp | 76.6%+2.8pp | 68.3%+11.1pp |
| Annual return | 14.57% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,104 | $2,360+31.5% | $2,975+4.3% | $2,631+18.0% |
| Participant deferral / active EE | $4,591 | $4,242+8.2% | $5,107-10.1% | $4,212+9.0% |
| Admin fee / account holder | $42,828 | $8,989+376.5% | $12,068+254.9% | $7,344+483.2% |