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 | $169,174 | $74,927+125.8% | $101,794+66.2% | $84,808+99.5% |
| Participation rate | 82.4% | 61.4%+21.0pp | 69.2%+13.2pp | 68.3%+14.0pp |
| Annual return | 16.03% | 18.70%-2.7pp | 30.53%-14.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,575 | $1,522+200.7% | $2,289+99.9% | $2,631+73.9% |
| Participant deferral / active EE | $12,263 | $3,099+295.7% | $4,084+200.3% | $4,212+191.2% |
| Admin fee / account holder | $11,285 | $6,514+73.2% | $8,777+28.6% | $7,344+53.7% |