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 | $173,021 | $80,717+114.4% | $154,803+11.8% | $84,808+104.0% |
| Participation rate | 87.1% | 66.8%+20.3pp | 78.1%+9.0pp | 68.3%+18.8pp |
| Annual return | 15.59% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,860 | $2,761+39.8% | $4,305-10.3% | $2,631+46.7% |
| Participant deferral / active EE | $6,015 | $3,303+82.1% | $5,540+8.6% | $4,212+42.8% |
| Admin fee / account holder | $8,979 | $6,746+33.1% | $14,329-37.3% | $7,344+22.3% |