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 | $166,603 | $109,413+52.3% | $156,263+6.6% | $84,808+96.4% |
| Participation rate | 91.3% | 72.7%+18.6pp | 78.9%+12.3pp | 68.3%+22.9pp |
| Annual return | 15.27% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $925 | $2,907-68.2% | $4,333-78.7% | $2,631-64.9% |
| Participant deferral / active EE | $4,674 | $4,590+1.8% | $6,158-24.1% | $4,212+11.0% |
| Admin fee / account holder | $6,442 | $9,357-31.2% | $14,255-54.8% | $7,344-12.3% |