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 | $166,243 | $86,929+91.2% | $102,423+62.3% | $80,856+105.6% |
| Participation rate | 82.6% | 72.4%+10.2pp | 76.5%+6.1pp | 67.6%+15.0pp |
| Annual return | 13.16% | 18.88%-5.7pp | 29.32%-16.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,897 | $2,369-19.9% | $3,023-37.3% | $2,755-31.1% |
| Participant deferral / active EE | $5,235 | $4,118+27.1% | $5,053+3.6% | $4,296+21.9% |
| Admin fee / account holder | $1,693 | $8,049-79.0% | $9,451-82.1% | $6,918-75.5% |