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 | $164,369 | $109,881+49.6% | $150,045+9.5% | $84,808+93.8% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 18.19% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,973 | $3,561+11.6% | $4,693-15.3% | $2,631+51.0% |
| Participant deferral / active EE | $6,656 | $6,636+0.3% | $7,997-16.8% | $4,212+58.0% |
| Admin fee / account holder | $11,378 | $8,568+32.8% | $13,435-15.3% | $7,344+54.9% |