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 | $161,288 | $72,277+123.2% | $101,248+59.3% | $79,858+102.0% |
| Participation rate | 76.9% | 68.5%+8.5pp | 75.8%+1.1pp | 69.6%+7.3pp |
| Annual return | 17.16% | 22.30%-5.1pp | 46.47%-29.3pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,569 | $2,692-4.6% | $3,660-29.8% | $2,471+4.0% |
| Participant deferral / active EE | $8,096 | $3,282+146.7% | $4,370+85.3% | $3,740+116.5% |
| Admin fee / account holder | $35,429 | $4,400+705.1% | $5,945+495.9% | $5,306+567.7% |