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 | $162,080 | $74,927+116.3% | $101,794+59.2% | $84,808+91.1% |
| Participation rate | 82.0% | 61.4%+20.6pp | 69.2%+12.8pp | 68.3%+13.7pp |
| Annual return | 16.06% | 18.70%-2.6pp | 30.53%-14.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,100 | $1,522-27.7% | $2,289-51.9% | $2,631-58.2% |
| Participant deferral / active EE | $6,536 | $3,099+110.9% | $4,084+60.0% | $4,212+55.2% |
| Admin fee / account holder | $2,377 | $6,514-63.5% | $8,777-72.9% | $7,344-67.6% |