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 | $165,126 | $109,881+50.3% | $150,045+10.1% | $84,808+94.7% |
| Participation rate | 97.9% | 76.1%+21.8pp | 82.3%+15.6pp | 68.3%+29.6pp |
| Annual return | 15.02% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,714 | $3,561+4.3% | $4,693-20.9% | $2,631+41.2% |
| Participant deferral / active EE | $9,959 | $6,636+50.1% | $7,997+24.5% | $4,212+136.5% |
| Admin fee / account holder | $17,187 | $8,568+100.6% | $13,435+27.9% | $7,344+134.0% |