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 5-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 | $163,987 | $98,750+66.1% | $149,696+9.5% | $79,858+105.3% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.5%+15.9pp | 69.6%+28.7pp |
| Annual return | 14.43% | 27.43%-13.0pp | 276.60%-262.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,418 | $3,216-24.8% | $4,644-47.9% | $2,471-2.1% |
| Participant deferral / active EE | $5,251 | $5,680-7.6% | $6,842-23.2% | $3,740+40.4% |
| Admin fee / account holder | $603 | $6,053-90.0% | $9,309-93.5% | $5,306-88.6% |