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 | $164,459 | $109,881+49.7% | $150,045+9.6% | $84,808+93.9% |
| Participation rate | 88.2% | 76.1%+12.1pp | 82.3%+5.8pp | 68.3%+19.8pp |
| Annual return | 16.41% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,563 | $3,561+56.2% | $4,693+18.5% | $2,631+111.4% |
| Participant deferral / active EE | $12,597 | $6,636+89.8% | $7,997+57.5% | $4,212+199.1% |
| Admin fee / account holder | $6,574 | $8,568-23.3% | $13,435-51.1% | $7,344-10.5% |