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 | $163,105 | $80,717+102.1% | $154,803+5.4% | $84,808+92.3% |
| Participation rate | 97.5% | 66.8%+30.7pp | 78.1%+19.4pp | 68.3%+29.2pp |
| Annual return | 16.84% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $8,608 | $2,761+211.7% | $4,305+99.9% | $2,631+227.2% |
| Participant deferral / active EE | $4,834 | $3,303+46.3% | $5,540-12.8% | $4,212+14.8% |
| Admin fee / account holder | $485 | $6,746-92.8% | $14,329-96.6% | $7,344-93.4% |