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 | $180,892 | $80,717+124.1% | $154,803+16.9% | $84,808+113.3% |
| Participation rate | 96.2% | 66.8%+29.3pp | 78.1%+18.1pp | 68.3%+27.8pp |
| Annual return | 16.27% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,672 | $2,761-3.2% | $4,305-37.9% | $2,631+1.5% |
| Participant deferral / active EE | $6,049 | $3,303+83.1% | $5,540+9.2% | $4,212+43.6% |
| Admin fee / account holder | $2,038 | $6,746-69.8% | $14,329-85.8% | $7,344-72.3% |