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 | $161,276 | $81,460+98.0% | $103,333+56.1% | $80,856+99.5% |
| Participation rate | 78.9% | 66.8%+12.0pp | 74.5%+4.4pp | 67.6%+11.2pp |
| Annual return | 13.06% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $7,640 | $3,105+146.0% | $3,868+97.5% | $2,755+177.3% |
| Participant deferral / active EE | $2,715 | $3,869-29.8% | $5,057-46.3% | $4,296-36.8% |
| Admin fee / account holder | $4,631 | $6,566-29.5% | $8,355-44.6% | $6,918-33.1% |