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 5-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 | $164,468 | $109,413+50.3% | $156,263+5.3% | $84,808+93.9% |
| Participation rate | 87.5% | 72.7%+14.8pp | 78.9%+8.6pp | 68.3%+19.2pp |
| Annual return | 17.22% | 20.18%-3.0pp | 59.47%-42.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,659 | $2,907+25.9% | $4,333-15.6% | $2,631+39.1% |
| Participant deferral / active EE | $5,984 | $4,590+30.4% | $6,158-2.8% | $4,212+42.1% |
| Admin fee / account holder | $1,179 | $9,357-87.4% | $14,255-91.7% | $7,344-83.9% |