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 | $159,949 | $80,717+98.2% | $154,803+3.3% | $84,808+88.6% |
| Participation rate | 92.1% | 66.8%+25.3pp | 78.1%+14.0pp | 68.3%+23.8pp |
| Annual return | 16.18% | 37.96%-21.8pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,540 | $2,761-8.0% | $4,305-41.0% | $2,631-3.5% |
| Participant deferral / active EE | $6,060 | $3,303+83.4% | $5,540+9.4% | $4,212+43.9% |
| Admin fee / account holder | $14,448 | $6,746+114.2% | $14,329+0.8% | $7,344+96.7% |