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 | $173,163 | $109,413+58.3% | $156,263+10.8% | $84,808+104.2% |
| Participation rate | 90.0% | 72.7%+17.3pp | 78.9%+11.1pp | 68.3%+21.7pp |
| Annual return | 13.17% | 20.18%-7.0pp | 59.47%-46.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,682 | $2,907+26.7% | $4,333-15.0% | $2,631+39.9% |
| Participant deferral / active EE | $8,845 | $4,590+92.7% | $6,158+43.6% | $4,212+110.0% |
| Admin fee / account holder | $5,198 | $9,357-44.4% | $14,255-63.5% | $7,344-29.2% |