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 | $170,236 | $48,230+253.0% | $67,502+152.2% | $80,856+110.5% |
| Participation rate | 73.3% | 66.4%+7.0pp | 72.9%+0.5pp | 67.6%+5.7pp |
| Annual return | 15.54% | 18.28%-2.7pp | 3512.12%-3496.6pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,071 | $2,020+52.1% | $2,731+12.5% | $2,755+11.5% |
| Participant deferral / active EE | $5,005 | $2,924+71.2% | $4,000+25.1% | $4,296+16.5% |
| Admin fee / account holder | $28,484 | $3,681+673.8% | $3,998+612.5% | $6,918+311.7% |