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 | $176,157 | $109,413+61.0% | $156,263+12.7% | $84,808+107.7% |
| Participation rate | 73.1% | 72.7%+0.4pp | 78.9%-5.8pp | 68.3%+4.8pp |
| Annual return | 16.80% | 20.18%-3.4pp | 59.47%-42.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,965 | $2,907+2.0% | $4,333-31.6% | $2,631+12.7% |
| Participant deferral / active EE | $10,566 | $4,590+130.2% | $6,158+71.6% | $4,212+150.9% |
| Admin fee / account holder | $11,716 | $9,357+25.2% | $14,255-17.8% | $7,344+59.5% |