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 | $167,397 | $109,881+52.3% | $150,045+11.6% | $84,808+97.4% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 19.13% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,594 | $3,561+0.9% | $4,693-23.4% | $2,631+36.6% |
| Participant deferral / active EE | $8,407 | $6,636+26.7% | $7,997+5.1% | $4,212+99.6% |
| Admin fee / account holder | $4,848 | $8,568-43.4% | $13,435-63.9% | $7,344-34.0% |