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 | $169,947 | $84,556+101.0% | $116,228+46.2% | $74,304+128.7% |
| Participation rate | 76.4% | 66.0%+10.3pp | 74.6%+1.8pp | 60.3%+16.0pp |
| Annual return | 14.28% | 18.35%-4.1pp | 90.06%-75.8pp | 29.43%-15.2pp |
| Employer contribution / active EE | $2,636 | $2,168+21.6% | $2,994-12.0% | $2,241+17.6% |
| Participant deferral / active EE | $4,852 | $3,814+27.2% | $4,953-2.0% | $3,767+28.8% |
| Admin fee / account holder | $5,377 | $3,792+41.8% | $11,989-55.1% | $2,969+81.1% |