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 4-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 | $167,142 | $86,929+92.3% | $102,423+63.2% | $80,856+106.7% |
| Participation rate | 93.8% | 72.4%+21.5pp | 76.5%+17.4pp | 67.6%+26.2pp |
| Annual return | 20.25% | 18.88%+1.4pp | 29.32%-9.1pp | 35.59%-15.3pp |
| Employer contribution / active EE | $2,022 | $2,369-14.7% | $3,023-33.1% | $2,755-26.6% |
| Participant deferral / active EE | $3,324 | $4,118-19.3% | $5,053-34.2% | $4,296-22.6% |
| Admin fee / account holder | $12,927 | $8,049+60.6% | $9,451+36.8% | $6,918+86.9% |