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 | $166,503 | $94,625+76.0% | $116,228+43.3% | $84,808+96.3% |
| Participation rate | 98.6% | 70.4%+28.2pp | 74.6%+24.1pp | 68.3%+30.3pp |
| Annual return | 13.68% | 20.40%-6.7pp | 90.06%-76.4pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,114 | $2,347-9.9% | $2,994-29.4% | $2,631-19.6% |
| Participant deferral / active EE | $4,812 | $3,972+21.1% | $4,953-2.9% | $4,212+14.2% |
| Admin fee / account holder | $14,014 | $10,091+38.9% | $11,989+16.9% | $7,344+90.8% |