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 | $164,958 | $81,460+102.5% | $103,333+59.6% | $80,856+104.0% |
| Participation rate | 76.8% | 66.8%+9.9pp | 74.5%+2.3pp | 67.6%+9.1pp |
| Annual return | 13.80% | 25.55%-11.7pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,999 | $3,105-3.4% | $3,868-22.5% | $2,755+8.9% |
| Participant deferral / active EE | $5,001 | $3,869+29.3% | $5,057-1.1% | $4,296+16.4% |
| Admin fee / account holder | $2,929 | $6,566-55.4% | $8,355-64.9% | $6,918-57.7% |