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 | $171,911 | $72,012+138.7% | $185,823-7.5% | $79,858+115.3% |
| Participation rate | 92.0% | 65.8%+26.2pp | 78.0%+13.9pp | 69.6%+22.3pp |
| Annual return | 16.83% | 23.12%-6.3pp | 35.95%-19.1pp | 31.71%-14.9pp |
| Employer contribution / active EE | $4,364 | $1,965+122.1% | $4,087+6.8% | $2,471+76.6% |
| Participant deferral / active EE | $8,177 | $3,779+116.4% | $5,632+45.2% | $3,740+118.6% |
| Admin fee / account holder | $8,254 | $4,513+82.9% | $9,500-13.1% | $5,306+55.5% |