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 | $160,212 | $109,413+46.4% | $156,263+2.5% | $84,808+88.9% |
| Participation rate | 85.7% | 72.7%+13.0pp | 78.9%+6.8pp | 68.3%+17.4pp |
| Annual return | 14.89% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,763 | $2,907+63.9% | $4,333+9.9% | $2,631+81.1% |
| Participant deferral / active EE | $9,670 | $4,590+110.7% | $6,158+57.0% | $4,212+129.6% |
| Admin fee / account holder | $9,301 | $9,357-0.6% | $14,255-34.7% | $7,344+26.7% |