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 | $162,966 | $72,492+124.8% | $87,100+87.1% | $72,985+123.3% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.9%+20.6pp | 69.5%+28.0pp |
| Annual return | 23.54% | 24.46%-0.9pp | 28.19%-4.7pp | 81.00%-57.5pp |
| Employer contribution / active EE | $4,865 | $1,894+156.9% | $2,521+93.0% | $2,440+99.4% |
| Participant deferral / active EE | $3,345 | $3,270+2.3% | $4,049-17.4% | $3,607-7.3% |
| Admin fee / account holder | $5,272 | $5,055+4.3% | $7,497-29.7% | $5,124+2.9% |