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 | $158,500 | $80,717+96.4% | $154,803+2.4% | $84,808+86.9% |
| Participation rate | 88.0% | 66.8%+21.1pp | 78.1%+9.9pp | 68.3%+19.6pp |
| Annual return | 16.82% | 37.96%-21.1pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $6,516 | $2,761+136.0% | $4,305+51.4% | $2,631+147.7% |
| Participant deferral / active EE | $4,024 | $3,303+21.8% | $5,540-27.4% | $4,212-4.4% |
| Admin fee / account holder | $4,430 | $6,746-34.3% | $14,329-69.1% | $7,344-39.7% |