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 | $168,918 | $72,492+133.0% | $87,100+93.9% | $72,985+131.4% |
| Participation rate | 88.1% | 72.8%+15.3pp | 76.9%+11.2pp | 69.5%+18.6pp |
| Annual return | 21.74% | 24.46%-2.7pp | 28.19%-6.5pp | 81.00%-59.3pp |
| Employer contribution / active EE | $3,745 | $1,894+97.7% | $2,521+48.5% | $2,440+53.5% |
| Participant deferral / active EE | $10,800 | $3,270+230.3% | $4,049+166.8% | $3,607+199.4% |
| Admin fee / account holder | $2,169 | $5,055-57.1% | $7,497-71.1% | $5,124-57.7% |