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 | $175,666 | $109,413+60.6% | $156,263+12.4% | $84,808+107.1% |
| Participation rate | 86.2% | 72.7%+13.5pp | 78.9%+7.3pp | 68.3%+17.9pp |
| Annual return | 14.82% | 20.18%-5.4pp | 59.47%-44.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,251 | $2,907+11.8% | $4,333-25.0% | $2,631+23.6% |
| Participant deferral / active EE | $6,304 | $4,590+37.3% | $6,158+2.4% | $4,212+49.7% |
| Admin fee / account holder | $6,032 | $9,357-35.5% | $14,255-57.7% | $7,344-17.9% |