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 | $164,367 | $89,753+83.1% | $107,525+52.9% | $84,808+93.8% |
| Participation rate | 93.3% | 68.1%+25.3pp | 75.1%+18.3pp | 68.3%+25.0pp |
| Annual return | 14.37% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $947 | $3,113-69.6% | $3,754-74.8% | $2,631-64.0% |
| Participant deferral / active EE | $9,243 | $4,056+127.9% | $5,116+80.7% | $4,212+119.5% |
| Admin fee / account holder | $8,202 | $7,222+13.6% | $8,919-8.0% | $7,344+11.7% |