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 | $165,078 | $109,881+50.2% | $150,045+10.0% | $84,808+94.7% |
| Participation rate | 98.2% | 76.1%+22.1pp | 82.3%+15.9pp | 68.3%+29.9pp |
| Annual return | 27.87% | 28.25%-0.4pp | 62.55%-34.7pp | 40.90%-13.0pp |
| Employer contribution / active EE | $16,606 | $3,561+366.3% | $4,693+253.8% | $2,631+531.2% |
| Participant deferral / active EE | $18,098 | $6,636+172.7% | $7,997+126.3% | $4,212+329.7% |
| Admin fee / account holder | $5,815 | $8,568-32.1% | $13,435-56.7% | $7,344-20.8% |