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 | $166,209 | $109,413+51.9% | $156,263+6.4% | $84,808+96.0% |
| Participation rate | 97.0% | 72.7%+24.3pp | 78.9%+18.1pp | 68.3%+28.7pp |
| Annual return | 16.10% | 20.18%-4.1pp | 59.47%-43.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $5,528 | $2,907+90.2% | $4,333+27.6% | $2,631+110.1% |
| Participant deferral / active EE | $9,127 | $4,590+98.9% | $6,158+48.2% | $4,212+116.7% |
| Admin fee / account holder | $23,394 | $9,357+150.0% | $14,255+64.1% | $7,344+218.6% |