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 | $167,901 | $101,724+65.1% | $164,813+1.9% | $80,856+107.7% |
| Participation rate | 82.1% | 71.8%+10.2pp | 78.6%+3.4pp | 67.6%+14.4pp |
| Annual return | 17.96% | 16.72%+1.2pp | 69.93%-52.0pp | 35.59%-17.6pp |
| Employer contribution / active EE | $4,231 | $2,953+43.2% | $4,341-2.5% | $2,755+53.6% |
| Participant deferral / active EE | $12,274 | $4,477+174.1% | $6,031+103.5% | $4,296+185.7% |
| Admin fee / account holder | $7,746 | $8,227-5.9% | $12,690-39.0% | $6,918+12.0% |