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 | $166,519 | $80,717+106.3% | $154,803+7.6% | $84,808+96.3% |
| Participation rate | 70.3% | 66.8%+3.5pp | 78.1%-7.7pp | 68.3%+2.0pp |
| Annual return | 13.90% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,985 | $2,761+8.1% | $4,305-30.7% | $2,631+13.5% |
| Participant deferral / active EE | $5,567 | $3,303+68.5% | $5,540+0.5% | $4,212+32.2% |
| Admin fee / account holder | $11,211 | $6,746+66.2% | $14,329-21.8% | $7,344+52.7% |