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 | $154,166 | $109,413+40.9% | $156,263-1.3% | $84,808+81.8% |
| Participation rate | 91.8% | 72.7%+19.1pp | 78.9%+12.9pp | 68.3%+23.5pp |
| Annual return | 15.99% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,497 | $2,907-48.5% | $4,333-65.5% | $2,631-43.1% |
| Participant deferral / active EE | $6,756 | $4,590+47.2% | $6,158+9.7% | $4,212+60.4% |
| Admin fee / account holder | $7,297 | $9,357-22.0% | $14,255-48.8% | $7,344-0.6% |