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 | $160,271 | $68,719+133.2% | $91,541+75.1% | $84,808+89.0% |
| Participation rate | 92.1% | 64.5%+27.6pp | 69.8%+22.3pp | 68.3%+23.8pp |
| Annual return | 15.14% | 19.12%-4.0pp | 20.50%-5.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,639 | $1,920+37.5% | $2,505+5.4% | $2,631+0.3% |
| Participant deferral / active EE | $4,646 | $3,136+48.2% | $4,008+15.9% | $4,212+10.3% |
| Admin fee / account holder | $5,957 | $5,786+2.9% | $6,956-14.4% | $7,344-18.9% |