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 | $160,697 | $80,717+99.1% | $154,803+3.8% | $84,808+89.5% |
| Participation rate | 90.7% | 66.8%+23.9pp | 78.1%+12.6pp | 68.3%+22.4pp |
| Annual return | 15.06% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,751 | $2,761-0.4% | $4,305-36.1% | $2,631+4.6% |
| Participant deferral / active EE | $6,664 | $3,303+101.7% | $5,540+20.3% | $4,212+58.2% |
| Admin fee / account holder | $10,323 | $6,746+53.0% | $14,329-28.0% | $7,344+40.6% |