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 | $163,518 | $109,881+48.8% | $150,045+9.0% | $84,808+92.8% |
| Participation rate | 98.3% | 76.1%+22.2pp | 82.3%+16.0pp | 68.3%+30.0pp |
| Annual return | 17.36% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,911 | $3,561-18.3% | $4,693-38.0% | $2,631+10.6% |
| Participant deferral / active EE | $9,073 | $6,636+36.7% | $7,997+13.5% | $4,212+115.4% |
| Admin fee / account holder | $9,376 | $8,568+9.4% | $13,435-30.2% | $7,344+27.7% |