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 | $172,558 | $58,512+194.9% | $84,015+105.4% | $72,985+136.4% |
| Participation rate | 92.3% | 61.2%+31.1pp | 69.0%+23.3pp | 69.5%+22.8pp |
| Annual return | 21.65% | 28.93%-7.3pp | 71.31%-49.7pp | 81.00%-59.4pp |
| Employer contribution / active EE | $3,884 | $1,163+233.9% | $1,983+95.8% | $2,440+59.2% |
| Participant deferral / active EE | $5,823 | $2,394+143.3% | $3,239+79.8% | $3,607+61.4% |
| Admin fee / account holder | $15,312 | $4,569+235.1% | $6,101+151.0% | $5,124+198.8% |