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 | $164,128 | $78,926+108.0% | $136,749+20.0% | $84,808+93.5% |
| Participation rate | 95.7% | 62.2%+33.5pp | 72.1%+23.5pp | 68.3%+27.3pp |
| Annual return | 15.31% | 18.17%-2.9pp | 24.33%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $11,968 | $2,134+460.8% | $3,400+252.1% | $2,631+354.9% |
| Participant deferral / active EE | $4,122 | $3,168+30.1% | $4,692-12.1% | $4,212-2.1% |
| Admin fee / account holder | $18,271 | $6,369+186.9% | $11,386+60.5% | $7,344+148.8% |