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 | $159,054 | $78,926+101.5% | $136,749+16.3% | $84,808+87.5% |
| Participation rate | 97.4% | 62.2%+35.2pp | 72.1%+25.2pp | 68.3%+29.1pp |
| Annual return | 14.67% | 18.17%-3.5pp | 24.33%-9.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,792 | $2,134+30.8% | $3,400-17.9% | $2,631+6.1% |
| Participant deferral / active EE | $5,428 | $3,168+71.3% | $4,692+15.7% | $4,212+28.9% |
| Admin fee / account holder | $4,369 | $6,369-31.4% | $11,386-61.6% | $7,344-40.5% |