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 | $178,148 | $94,625+88.3% | $116,228+53.3% | $84,808+110.1% |
| Participation rate | 86.4% | 70.4%+15.9pp | 74.6%+11.8pp | 68.3%+18.1pp |
| Annual return | 14.62% | 20.40%-5.8pp | 90.06%-75.4pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,631 | $2,347+12.1% | $2,994-12.1% | $2,6310% |
| Participant deferral / active EE | $9,123 | $3,972+129.7% | $4,953+84.2% | $4,212+116.6% |
| Admin fee / account holder | $8,647 | $10,091-14.3% | $11,989-27.9% | $7,344+17.7% |