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 | $183,608 | $109,413+67.8% | $156,263+17.5% | $84,808+116.5% |
| Participation rate | 97.4% | 72.7%+24.7pp | 78.9%+18.5pp | 68.3%+29.1pp |
| Annual return | 17.11% | 20.18%-3.1pp | 59.47%-42.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,873 | $2,907+33.2% | $4,333-10.6% | $2,631+47.2% |
| Participant deferral / active EE | $9,135 | $4,590+99.0% | $6,158+48.3% | $4,212+116.9% |
| Admin fee / account holder | $4,931 | $9,357-47.3% | $14,255-65.4% | $7,344-32.9% |