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 | $169,719 | $109,881+54.5% | $150,045+13.1% | $84,808+100.1% |
| Participation rate | 88.6% | 76.1%+12.5pp | 82.3%+6.2pp | 68.3%+20.3pp |
| Annual return | 16.41% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,405 | $3,561-4.4% | $4,693-27.4% | $2,631+29.4% |
| Participant deferral / active EE | $7,554 | $6,636+13.8% | $7,997-5.5% | $4,212+79.4% |
| Admin fee / account holder | $13,979 | $8,568+63.2% | $13,435+4.1% | $7,344+90.4% |