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 | $175,163 | $109,413+60.1% | $156,263+12.1% | $84,808+106.5% |
| Participation rate | 92.1% | 72.7%+19.4pp | 78.9%+13.2pp | 68.3%+23.8pp |
| Annual return | 15.68% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,175 | $2,907+9.2% | $4,333-26.7% | $2,631+20.7% |
| Participant deferral / active EE | $6,826 | $4,590+48.7% | $6,158+10.8% | $4,212+62.1% |
| Admin fee / account holder | $47,438 | $9,357+407.0% | $14,255+232.8% | $7,344+546.0% |