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 | $180,292 | $109,881+64.1% | $150,045+20.2% | $84,808+112.6% |
| Participation rate | 82.8% | 76.1%+6.7pp | 82.3%+0.4pp | 68.3%+14.4pp |
| Annual return | 19.12% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,448 | $3,561-3.2% | $4,693-26.5% | $2,631+31.1% |
| Participant deferral / active EE | $6,949 | $6,636+4.7% | $7,997-13.1% | $4,212+65.0% |
| Admin fee / account holder | $10,067 | $8,568+17.5% | $13,435-25.1% | $7,344+37.1% |