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 | $167,321 | $91,190+83.5% | $178,490-6.3% | $79,858+109.5% |
| Participation rate | 84.0% | 69.2%+14.8pp | 81.9%+2.1pp | 69.6%+14.4pp |
| Annual return | 18.26% | 24.19%-5.9pp | 151.07%-132.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,532 | $3,256-22.2% | $5,011-49.5% | $2,471+2.5% |
| Participant deferral / active EE | $4,092 | $3,236+26.4% | $5,202-21.3% | $3,740+9.4% |
| Admin fee / account holder | $6,591 | $6,751-2.4% | $13,984-52.9% | $5,306+24.2% |