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 | $163,768 | $80,717+102.9% | $154,803+5.8% | $84,808+93.1% |
| Participation rate | 94.7% | 66.8%+27.9pp | 78.1%+16.6pp | 68.3%+26.4pp |
| Annual return | 16.12% | 37.96%-21.8pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $5,136 | $2,761+86.0% | $4,305+19.3% | $2,631+95.2% |
| Participant deferral / active EE | $3,127 | $3,303-5.3% | $5,540-43.6% | $4,212-25.8% |
| Admin fee / account holder | $2,236 | $6,746-66.8% | $14,329-84.4% | $7,344-69.5% |