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 | $168,281 | $65,365+157.4% | $92,893+81.2% | $72,985+130.6% |
| Participation rate | 78.6% | 68.3%+10.3pp | 76.0%+2.6pp | 69.5%+9.1pp |
| Annual return | 19.16% | 42.10%-22.9pp | 109.41%-90.3pp | 81.00%-61.8pp |
| Employer contribution / active EE | $2,706 | $2,594+4.3% | $3,653-25.9% | $2,440+10.9% |
| Participant deferral / active EE | $6,082 | $3,128+94.4% | $4,236+43.6% | $3,607+68.6% |
| Admin fee / account holder | $1,345 | $4,251-68.4% | $5,794-76.8% | $5,124-73.8% |