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 | $162,379 | $109,881+47.8% | $150,045+8.2% | $84,808+91.5% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 14.92% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,993 | $3,561+40.2% | $4,693+6.4% | $2,631+89.8% |
| Participant deferral / active EE | $7,519 | $6,636+13.3% | $7,997-6.0% | $4,212+78.5% |
| Admin fee / account holder | $11,853 | $8,568+38.3% | $13,435-11.8% | $7,344+61.4% |