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 | $164,054 | $109,413+49.9% | $156,263+5.0% | $84,808+93.4% |
| Participation rate | 96.9% | 72.7%+24.2pp | 78.9%+18.0pp | 68.3%+28.6pp |
| Annual return | 12.97% | 20.18%-7.2pp | 59.47%-46.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,032 | $2,907+4.3% | $4,333-30.0% | $2,631+15.2% |
| Participant deferral / active EE | $7,720 | $4,590+68.2% | $6,158+25.4% | $4,212+83.3% |
| Admin fee / account holder | $22,974 | $9,357+145.5% | $14,255+61.2% | $7,344+212.8% |