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 | $168,662 | $109,413+54.2% | $156,263+7.9% | $84,808+98.9% |
| Participation rate | 78.4% | 72.7%+5.7pp | 78.9%-0.5pp | 68.3%+10.1pp |
| Annual return | 18.38% | 20.18%-1.8pp | 59.47%-41.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $6,033 | $2,907+107.5% | $4,333+39.2% | $2,631+129.3% |
| Participant deferral / active EE | $8,734 | $4,590+90.3% | $6,158+41.8% | $4,212+107.4% |
| Admin fee / account holder | $11,796 | $9,357+26.1% | $14,255-17.2% | $7,344+60.6% |