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 | $163,027 | $101,724+60.3% | $164,813-1.1% | $80,856+101.6% |
| Participation rate | 95.2% | 71.8%+23.3pp | 78.6%+16.6pp | 67.6%+27.5pp |
| Annual return | 14.61% | 16.72%-2.1pp | 69.93%-55.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,904 | $2,953-1.7% | $4,341-33.1% | $2,755+5.4% |
| Participant deferral / active EE | $11,610 | $4,477+159.3% | $6,031+92.5% | $4,296+170.3% |
| Admin fee / account holder | $16,367 | $8,227+98.9% | $12,690+29.0% | $6,918+136.6% |