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 9-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 | $168,765 | $100,326+68.2% | $180,183-6.3% | $84,808+99.0% |
| Participation rate | 92.9% | 71.0%+21.9pp | 77.4%+15.4pp | 68.3%+24.5pp |
| Annual return | 17.19% | 17.86%-0.7pp | 27.86%-10.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $11,249 | $3,269+244.1% | $5,039+123.2% | $2,631+327.6% |
| Participant deferral / active EE | $13,015 | $5,066+156.9% | $6,822+90.8% | $4,212+209.0% |
| Admin fee / account holder | $9,412 | $9,674-2.7% | $19,975-52.9% | $7,344+28.2% |