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 | $159,211 | $64,480+146.9% | $81,382+95.6% | $80,856+96.9% |
| Participation rate | 87.5% | 63.9%+23.6pp | 69.5%+18.0pp | 67.6%+19.9pp |
| Annual return | 14.68% | 16.34%-1.7pp | 24.73%-10.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $4,301 | $1,978+117.4% | $2,463+74.6% | $2,755+56.1% |
| Participant deferral / active EE | $10,241 | $3,094+231.0% | $3,883+163.7% | $4,296+138.4% |
| Admin fee / account holder | $21,832 | $5,671+285.0% | $5,768+278.5% | $6,918+215.6% |