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 | $166,633 | $92,985+79.2% | $153,485+8.6% | $80,856+106.1% |
| Participation rate | 94.4% | 69.0%+25.5pp | 77.1%+17.4pp | 67.6%+26.8pp |
| Annual return | 27.26% | 19.95%+7.3pp | 15.65%+11.6pp | 35.59%-8.3pp |
| Employer contribution / active EE | $3,072 | $3,507-12.4% | $5,039-39.0% | $2,755+11.5% |
| Participant deferral / active EE | $6,883 | $5,178+32.9% | $6,757+1.9% | $4,296+60.2% |
| Admin fee / account holder | $11,406 | $8,880+28.4% | $12,724-10.4% | $6,918+64.9% |