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 | $163,314 | $95,803+70.5% | $113,168+44.3% | $84,808+92.6% |
| Participation rate | 92.9% | 72.9%+20.0pp | 76.6%+16.3pp | 68.3%+24.5pp |
| Annual return | 15.09% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,341 | $2,360+41.6% | $2,975+12.3% | $2,631+27.0% |
| Participant deferral / active EE | $6,256 | $4,242+47.5% | $5,107+22.5% | $4,212+48.5% |
| Admin fee / account holder | $738 | $8,989-91.8% | $12,068-93.9% | $7,344-89.9% |