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 | $164,943 | $96,484+71.0% | $156,263+5.6% | $74,304+122.0% |
| Participation rate | 93.6% | 67.7%+25.9pp | 78.9%+14.7pp | 60.3%+33.2pp |
| Annual return | 16.81% | 17.73%-0.9pp | 59.47%-42.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,416 | $2,528-44.0% | $4,333-67.3% | $2,241-36.8% |
| Participant deferral / active EE | $6,343 | $4,286+48.0% | $6,158+3.0% | $3,767+68.4% |
| Admin fee / account holder | $8,141 | $3,728+118.4% | $14,255-42.9% | $2,969+174.2% |