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 | $173,038 | $68,719+151.8% | $91,541+89.0% | $84,808+104.0% |
| Participation rate | 81.4% | 64.5%+16.9pp | 69.8%+11.6pp | 68.3%+13.1pp |
| Annual return | 15.40% | 19.12%-3.7pp | 20.50%-5.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,894 | $1,920+154.9% | $2,505+95.4% | $2,631+86.0% |
| Participant deferral / active EE | $5,314 | $3,136+69.5% | $4,008+32.6% | $4,212+26.2% |
| Admin fee / account holder | $2,546 | $5,786-56.0% | $6,956-63.4% | $7,344-65.3% |