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 | $163,791 | $65,365+150.6% | $92,893+76.3% | $72,985+124.4% |
| Participation rate | 88.9% | 68.3%+20.6pp | 76.0%+12.9pp | 69.5%+19.4pp |
| Annual return | 23.58% | 42.10%-18.5pp | 109.41%-85.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,027 | $2,594-60.4% | $3,653-71.9% | $2,440-57.9% |
| Participant deferral / active EE | $4,395 | $3,128+40.5% | $4,236+3.8% | $3,607+21.8% |
| Admin fee / account holder | $4,124 | $4,251-3.0% | $5,794-28.8% | $5,124-19.5% |