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 8-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 | $168,522 | $80,673+108.9% | $101,326+66.3% | $84,808+98.7% |
| Participation rate | 85.4% | 77.8%+7.6pp | 81.5%+3.9pp | 68.3%+17.1pp |
| Annual return | 15.99% | 38.95%-23.0pp | 36.82%-20.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,389 | $2,698-48.5% | $3,665-62.1% | $2,631-47.2% |
| Participant deferral / active EE | $10,910 | $6,840+59.5% | $7,994+36.5% | $4,212+159.1% |
| Admin fee / account holder | $24,229 | $12,784+89.5% | $11,185+116.6% | $7,344+229.9% |