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 | $167,230 | $94,625+76.7% | $116,228+43.9% | $84,808+97.2% |
| Participation rate | 88.9% | 70.4%+18.4pp | 74.6%+14.3pp | 68.3%+20.6pp |
| Annual return | 14.18% | 20.40%-6.2pp | 90.06%-75.9pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,124 | $2,347-9.5% | $2,994-29.1% | $2,631-19.3% |
| Participant deferral / active EE | $4,638 | $3,972+16.8% | $4,953-6.4% | $4,212+10.1% |
| Admin fee / account holder | $7,632 | $10,091-24.4% | $11,989-36.3% | $7,344+3.9% |