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 | $168,864 | $85,766+96.9% | $136,294+23.9% | $70,131+140.8% |
| Participation rate | 80.4% | 74.2%+6.3pp | 81.9%-1.5pp | 69.5%+10.9pp |
| Annual return | 19.50% | 31.45%-11.9pp | 5155.94%-5136.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $5,343 | $2,966+80.1% | $4,695+13.8% | $2,342+128.1% |
| Participant deferral / active EE | $6,534 | $5,051+29.3% | $6,247+4.6% | $3,332+96.1% |
| Admin fee / account holder | $1,851 | $5,420-65.8% | $9,243-80.0% | $4,645-60.1% |