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 | $160,047 | $83,477+91.7% | $125,175+27.9% | $72,985+119.3% |
| Participation rate | 87.1% | 73.3%+13.8pp | 79.8%+7.3pp | 69.5%+17.6pp |
| Annual return | 21.75% | 25.78%-4.0pp | 43.79%-22.0pp | 81.00%-59.3pp |
| Employer contribution / active EE | $4,839 | $2,345+106.3% | $3,865+25.2% | $2,440+98.3% |
| Participant deferral / active EE | $4,391 | $3,585+22.5% | $4,937-11.1% | $3,607+21.7% |
| Admin fee / account holder | $4,763 | $5,517-13.7% | $9,702-50.9% | $5,124-7.0% |