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 | $164,983 | $109,881+50.1% | $150,045+10.0% | $84,808+94.5% |
| Participation rate | 94.0% | 76.1%+17.9pp | 82.3%+11.7pp | 68.3%+25.7pp |
| Annual return | 26.12% | 28.25%-2.1pp | 62.55%-36.4pp | 40.90%-14.8pp |
| Employer contribution / active EE | $4,494 | $3,561+26.2% | $4,693-4.2% | $2,631+70.8% |
| Participant deferral / active EE | $13,665 | $6,636+105.9% | $7,997+70.9% | $4,212+224.5% |
| Admin fee / account holder | $12,201 | $8,568+42.4% | $13,435-9.2% | $7,344+66.1% |