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 | $155,699 | $95,803+62.5% | $113,168+37.6% | $84,808+83.6% |
| Participation rate | 75.0% | 72.9%+2.1pp | 76.6%-1.6pp | 68.3%+6.7pp |
| Annual return | 13.78% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $4,621 | $2,360+95.8% | $2,975+55.3% | $2,631+75.7% |
| Participant deferral / active EE | $8,332 | $4,242+96.4% | $5,107+63.1% | $4,212+97.8% |
| Admin fee / account holder | $42,939 | $8,989+377.7% | $12,068+255.8% | $7,344+484.7% |