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 | $168,327 | $54,705+207.7% | $71,209+136.4% | $84,808+98.5% |
| Participation rate | 76.7% | 64.1%+12.6pp | 73.8%+2.9pp | 68.3%+8.4pp |
| Annual return | 13.56% | 35.90%-22.3pp | 282.51%-268.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,551 | $2,158+18.2% | $2,721-6.3% | $2,631-3.0% |
| Participant deferral / active EE | $4,328 | $3,030+42.8% | $4,175+3.7% | $4,212+2.8% |
| Admin fee / account holder | $1,428 | $4,863-70.6% | $5,349-73.3% | $7,344-80.6% |